Don’t Waste Your Lowest Tax Years

A lower-income year isn’t always something to minimize — sometimes it’s an opportunity. Ashley explains why lower tax years can create room for Roth conversions and strategic capital gains decisions, especially in the first years of retirement. 👉 Watch the full video above to see how tax planning can shape retirement. _____________________________ Thanks for watching! Want to hear more? Check out my daily podcast: Retirement Quick Tips wherever you listen to podcasts: ::: Podcast website: https://retirementquicktips.com/ ::: Apple Podcasts - https://apple.co/2DI2LSP ::: Spotify - https://bit.ly/3KCQakz ::: iHeart Radio - https://bit.ly/3ViRNc4 Get a daily dose of retirement advice with the Retirement Quick Tips podcast! Each episode is 3-5 minutes long and jam-packed with actionable advice to help you live a financially secure and fulfilled retirement. _____________________________ Get in touch: Ashley Micciche, QPFC, CRPC, CeXP CEO, True North Retirement Advisors https://www.truenorthretirementadvisors.com Disclosure: https://truenorthretirementadvisors.com/disclaimer/

Added 26 May 2026