Are Roth Conversions Worth It In 2025?

In this episode of the Atlas Annuity Podcast, Marty Becker explains why 2025 might be the best time in history to consider a Roth conversion strategy.

You’ll learn:

• Why low tax rates make converting now more appealing

• How the SECURE Act created a tax trap for your heirs

• What a 20-year Roth conversion could mean for your legacy

• The real cost of doing nothing vs converting gradually

• How annuities can support your Roth strategy safely

If you’ve saved diligently in a traditional IRA, this episode is a must-listen — especially if you plan to leave money behind for your family.

Ready to explore your options? Visit atlasannuity.com to schedule a free call.