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The Strategic Roth Conversion Playbook: How to Build a Tax-Free Legacy

Season #3

What if you could leave your children a seven-figure inheritance—completely tax free? In this episode of Leibel On Fire, Leibel Sternbach reveals the Strategic Roth Conversion Playbook, a method designed to transform your traditional retirement accounts into a tax-free legacy for the next generation. Leibel explains why Roth conversions aren’t just an income strategy—they’re one of the most powerful legacy planning tools available. You’ll learn how choosing when and how to pay taxes can dramatically reduce your family’s future tax burden, why timing conversions during market downturns is essential, and how the right advisor can help you take advantage of tax laws most investors overlook. If you want your wealth to stay in your family instead of being swallowed by taxes, this episode shows you exactly how to start planning.