Optimal Roth Conversions -- Go Big or Go Home!
Economics Matters with Laurence Kotlikoff
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Maxify Conversion Optimizers: A Strategic Approach
This chapter explores innovative strategies for Roth conversions, using a retired individual named Wanda to illustrate how personal circumstances can influence financial planning. It highlights the complex interaction between state tax laws, asset distribution, and retirement benefit timing while discussing the implications of current tax policies.
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