Roth Conversions: Controlling Your Future
October 31, 2025
In this episode of Living Your Wealth: Today and Tomorrow, Kelly Ennis, founder and president of Infinity Financial Strategies, explores the powerful tax strategy of Roth conversions. Kelly breaks down the differences between traditional and Roth retirement accounts, outlines when and how conversions work, and highlights advanced approaches like backdoor and mega backdoor strategies. She shares how timing, income levels, and changing tax laws can all influence your financial outcomes. Tune in to learn how Roth conversions can help you reduce future tax burdens, increase flexibility, and build a more secure legacy.