The MedTech Wealth Advisor Podcast

Why High Earners Should Sometimes Pay MORE Taxes- On Purpose!
Would you ever pay more to the IRS… on purpose? Sometimes the smartest move in retirement planning is the one that feels most counterintuitive, like voluntarily paying more taxes now. In this episode, Matt breaks down why certain high earners should consider a Roth 401(k) conversion during a lower-income year- if their plan allows it.
Here’s some of what we discuss in this episode: