Want Tax-Free Income in Retirement? Start with a Roth Conversion
Want Tax-Free Income in Retirement? Start with a Roth Conversion  
Podcast: Small Business Tax Savings Podcast
Published On: Wed May 28 2025
Description: Send us a textYou’ve heard of Roth IRAs, but no one talks about when and how to convert.In this episode, Mike breaks down exactly how a Roth conversion works, when it makes sense, and how to use it to build tax-free income in retirement.He also unpacks the key differences between Traditional and Roth accounts, plus real-life stories of business owners who used this strategy to grow wealth the IRS can’t touch.🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/ Chapters:(00:00) Roth vs. Traditional IRAWhat’s the difference between Roth and Traditional retirement accounts, and how do taxes work with each?(03:47) What a Roth Conversion Really MeansLearn what a Roth conversion is and why you pay taxes now in exchange for tax-free growth later.(07:00) How to Do a Roth Conversion SmartMike shares five simple steps to do a Roth conversion and how to avoid paying too much tax.(07:57) Strategic Roth Conversion TipsHe shows how converting in chunks and using lower tax brackets can save thousands over time.(09:22) When a Roth Conversion Makes the Most SenseFind out the best timing like low-income years, business loss years, or market dips.(16:13) Real-Life Examples That Saved BigMike shares client stories showing how people used Roth conversions to save on taxes and grow money tax-free.Podcast Host:Mike Jesowshek, CPA – Founder and Host of Small Business Tax Savings PodcastJoin TaxElm: https://taxelm.com🚀 Visit:  https://www.TaxSavingsPodcast.com 🚀 Check Out TaxElm: https://taxelm.com/🚀 Join our Free Facebook Group: https://www.facebook.com/groups/taxsavings/🚀 YouTube: www.TaxSavingsTV.com👋🏼 GET IN TOUCHYou can Tweet @MJesowshek with any feedback, ideas, or thoughts about the lessons you've learned from the episodes. We want to thank you personally for tuning in 🙏🙏 LEAVE A REVIEWIf you enjoy the podcast, please leave a 5-star review on Apple Podcasts or Spotify—it helps more business owners find the show ⭐🎙 ABOUT THE PODCASTThe Small Business Tax Savings Podcast is your go-to resource for cutting-edge tax strategies to help entrepreneurs legally slash their tax bills. Hosted by Mike Jesowshek, CPA, this show breaks down complex tax topics into clear, no-fluff insights so you can keep more of your hard-earned money.