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Small Business Tax Savings Podcast
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, information on our software TaxElm and more on our website: www.TaxSavingsPodcast.com
Small Business Tax Savings Podcast
Want Tax-Free Income in Retirement? Start with a Roth Conversion
You’ve heard of Roth IRAs, but no one talks about when and how to convert.
In this episode, Mike breaks down exactly how a Roth conversion works, when it makes sense, and how to use it to build tax-free income in retirement.
He also unpacks the key differences between Traditional and Roth accounts, plus real-life stories of business owners who used this strategy to grow wealth the IRS can’t touch.
🚀 Book your free demo call today! Click here or visit: https://taxelm.com/demo/
Chapters:
(00:00) Roth vs. Traditional IRA
What’s the difference between Roth and Traditional retirement accounts, and how do taxes work with each?
(03:47) What a Roth Conversion Really Means
Learn what a Roth conversion is and why you pay taxes now in exchange for tax-free growth later.
(07:00) How to Do a Roth Conversion Smart
Mike shares five simple steps to do a Roth conversion and how to avoid paying too much tax.
(07:57) Strategic Roth Conversion Tips
He shows how converting in chunks and using lower tax brackets can save thousands over time.
(09:22) When a Roth Conversion Makes the Most Sense
Find out the best timing like low-income years, business loss years, or market dips.
(16:13) Real-Life Examples That Saved Big
Mike shares client stories showing how people used Roth conversions to save on taxes and grow money tax-free.
Podcast Host:
Mike Jesowshek, CPA – Founder and Host of Small Business Tax Savings Podcast
Join TaxElm: https://taxelm.com
🚀 Visit: https://www.TaxSavingsPodcast.com
🚀 Check Out TaxElm: https://taxelm.com/
🚀 Join our Free Facebook Group: https://www.facebook.com/groups/taxsavings/
🚀 YouTube: www.TaxSavingsTV.com
👋🏼 GET IN TOUCH
You can Tweet @MJesowshek with any feedback, ideas, or thoughts about the lessons you've learned from the episodes. We want to thank you personally for tuning in 🙏
🙏 LEAVE A REVIEW
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🎙 ABOUT THE PODCAST
The Small Business Tax Savings Podcast is your go-to resource for cutting-edge tax strategies to help entrepreneurs legally slash their tax bills. Hosted by Mike Jesowshek, CPA, this show breaks down complex tax topics into clear, no-fluff insights so you can keep more of your hard-earned money.
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