Jennifer (caller/guest)
Individual caller and former high earner who took a planned career gap year and sought advice about Roth conversions and retirement planning based on a unique low-income year.
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Dec 26, 2025 • 21min
Taking Advantage of a Unique Year
Jennifer, a former high earner, took a planned year off work, creating an opportunity for strategic financial planning. She explores whether her unique low-income year allows for a Roth conversion to minimize taxes. Jill advises her to roll over her 457 account to Vanguard and consolidate her investments while discussing ongoing conversion strategies. They also touch on charity planning and ensuring her estate documents are updated, all while navigating the complexities of retirement planning in this transition year.
