Welcome back to the Ready for Retirement Podcast. I am guest hosting this episode and one more as part of a three-part early retirement series.

My name is Ari Taublieb. I am the vice president of Root Financial Partners, and I'm also the host of the early retirement podcast.

In the previous episode, I discussed five things to make sure you avoid when it comes to an early retirement podcast. In the previous episode, I discussed five things to make sure you avoid

when it comes to an early retirement. Today, I'm going to be talking about three ways you can

create tax-free income in retirement. Now, I often joke with my clients. I'll say,

I'm all about being patriotic, but not to the point that you pay more than you

need to in taxes. So this is a very special and fun topic for me that I'm looking forward to

getting into during today's episode. And James Cannell, the regular host of the Ready for Retirement

podcast, will be back after the next episode once this three-part series concludes when it comes to

maximizing your income if you want to retire early.

The host of this podcast, James Cannell, will be back shortly after these three episodes

where we focus on an early retirement.

Now let's get back to the episode.

Now our philosophy at root when it comes to tax planning or investment planning or estate planning or any of this planning is actually quite simple.

It's how do we get the most life out of your dollars?

And so it's common that people go, Ari, James, how do I make sure I pay the least amount in taxes as possible?

Well, great, we can show you the financial answer to those decisions, but here's what's so important

and what I'm going to share right now, because this allows me to sleep at night as an advisor,

making sure my clients know this, which is I'm going to come back to you and absolutely show you,

here's what this Roth conversion could do for you, whether it's hundreds of thousands

of more dollars in the future, whether it's your ability to take more trips or whatever it is you want

to do with these funds. That's the reason we're doing it. And so the reason I bring up this example

...