Bruce Wehner
Financial strategist and guest expert on retirement tax planning who explains Roth conversions, IRA rules, estate planning implications, and tax-mitigation strategies for multi-generational wealth transfer.
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Mar 23, 2026 • 59min
Roth Conversion Strategy: When It Makes Sense, What to Watch For, and How It Affects Your Heirs
Bruce Wehner, financial strategist specializing in retirement tax planning, breaks down Roth conversions and their estate planning ripple effects. He discusses when conversions lower lifetime taxes. He covers timing windows, IRS and Medicare pitfalls like IRMAA, SECURE Act changes, and strategies for protecting multi-generation wealth. Practical, stewardship-minded tax planning without hype.
