Episode: 110

Unlocking Tax-Efficient Retirement: Roth Conversions & Smart Strategies

Description

Join Phil Capriotti Sr. and host Spike Spengel in this episode of the Retire Smart Austin Radio Hour, where they dive deep into tax-smart retirement strategies for today’s dynamic markets. Learn why Roth conversions can be a game-changer for your financial future, how to leverage tax-loss harvesting, and the benefits of working with experienced advisors amid economic uncertainty. Phil shares personal stories, actionable case studies, and introduces valuable tools like the Empower Tax Bill calculator to help listeners take control of their retirement planning. Whether you’re years from retirement or already planning your legacy, this episode offers practical advice, complimentary portfolio reviews, and explains why Empower Wealth is expanding across Central Texas to serve you better. Don’t miss this opportunity to transform your retirement outlook!

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This material is for informational purposes only and is not investment, tax, or legal advice. Advisory services may be offered through Empower Wealth & Tax or its related entities. Insurance and annuity products, including index universal life (IUL), are subject to fees, charges, and terms, and any guarantees are backed by the financial strength and claims-paying ability of the issuing insurer. Strategies such as Roth conversions and IUL-based cash value access have tax implications and may not be appropriate for all investors; consult your qualified tax professional and review product prospectuses/disclosures before implementing. Empower Wealth & Tax is not affiliated with the Social Security Administration or any government agency. Past performance is not indicative of future results. All investing involves risk, including possible loss of principal.