To learn more tax and wealth building strategies, subscribe AND download my FREE "25-Point Wealth and Tax Strategy Checklist" here: https://matsorensen.com/25-point-tax-checklist/?utm_source=social&utm_medium=youtube&utm_campaign=shorts

Most people focus on how much they've saved for retirement — but the real game is how much of it you actually get to keep. The difference between your spending and your taxable income is one of the most powerful levers in retirement tax planning, and most people never use it. Strategies like Roth conversions, when timed correctly, can dramatically lower your tax liability and make your retirement savings last significantly longer.

#rothconversion #taxstrategy #retirementplanning