Free Full guide · 45-minute read
The Retirement Blueprint
A Complete Guide to Strategic Roth Conversion
A long-form guide covering the full Roth conversion strategy — multi-year planning, IRMAA-aware bracket fill, Social Security coordination, and how to model the lifetime tax delta on your specific numbers.
What’s inside
- Multi-year conversion planning framework
- IRMAA-aware bracket-fill strategies
- Social Security taxation coordination (the §86 provisional-income trap)
- How to model the lifetime tax delta on your numbers
- Worked examples across single, married, and split-filing households
You’ll come away knowing
- How to build a multi-year conversion plan
- Why IRMAA is the most expensive line nobody warns retirees about
- How market conditions and timing windows interact
- How to coordinate conversions with Social Security claiming
Is a good plan one that runs out at death? Or keeps paying no matter when?
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