Retirement Education Hour

Retirement Education Foundation

Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry. Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity.

About PodLP

PodLP is the leading podcast app for feature phones. With 10M+ installs in nearly every country, PodLP is available for KaiOS on the KaiStore and JioStore, as well as Cloud Phone and Android. If you're interested in promoting "Retirement Education Hour" on PodLP, contact sales@podlp.com.

Screenshots are mockup renders of PodLP for KaiOS. Actual design may vary based on platform, operating system, and app version.

Retirement Education Hour

Episodes (125)

Mar 10th Ep. 243 - Understanding Roth Conversions in Retirement
Feb 18th Ep. 242 - What You Actually Need to Know to Retire
Feb 3rd Ep. 241 - Tax-Smart Retirement: Advanced Strategies to Keep More of What You’ve Earned

Retirement Education Hour

Mar 10, 2026
49 minutes
67 MB

Roth conversions are widely discussed but often misunderstood. In this episode, we begin by defining how Roth accounts and conversions work, then examine why conversions have gained attention in recent years. We explore how required minimum distributions, survivor tax changes, and Medicare premiums influence the long-term impact of a conversion. This conversation is designed to help listeners understand when a Roth conversion may support a coordinated lifetime tax plan and when it may not. Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for...

Retirement Education Hour

Ep. 243 - Understanding Roth Conversions in Retirement

Retirement Education Foundation

00:00 -48:45