At Taxes Saved, we help Baby Boomers and retirees protect their retirement from taxes, inflation, market losses and economic uncertainty.
Tune into Taxes Saved Podcast to learn the safe, proven, IRS approved way to secure your retirement.
When the Market Drops the IRS Puts Roth Conversions on Sale
This episode reveals why market downturns present one of the most valuable tax-planning opportunities available to retirement savers. While many people focus on declining account balances during periods of market volatility, the podcast explains how temporary market losses can effectively put a Roth conversion "on sale." This segment also discusses how today's tax environment creates a unique planning window for investors considering Roth strategies.
28 Sept 2026
The Hidden Tax That Can Erase Two-Thirds of a Grandchild’s Inheritance!
This podcast pulls back the curtain on the Generation-Skipping Transfer Tax (GSTT), one of the most overlooked threats to family wealth. Listeners will learn how this little-known federal tax was created to prevent assets from passing through multiple generations without additional taxation and why it can have devastating consequences for grandparents who plan to leave money directly to grandchildren. The discussion explains who the IRS considers a "skip person. It explores the potentially staggering financial impact of the GSTT, including how a 40% generation-skipping tax can be layered on top of existing estate or gift taxes, dramatically reducing the value of an inheritance.
21 Sept 2026
The Six Situations Where a Roth Conversion Could Backfire!
This podcast takes a close look at one of the most talked-about retirement planning strategies today, Roth IRA conversions. While Roth accounts offer attractive benefits such as tax-free growth, no required minimum distributions and greater flexibility for heirs, the decision to convert is far more complex than the financial headlines suggest. The podcast examines why Roth conversions are frequently misunderstood and explains how a strategy that appears beneficial on the surface can produce unintended tax consequences when implemented incorrectly. Learn the six situations where a Roth conversion may backfire, the common mistakes investors make when choosing which assets to convert and how poor timing can increase taxes rather than reduce them.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
3.5 / 5
2 ratings
Spotify
5.0 / 5
2 ratings
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