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4min chapter
Optimal Roth Conversions -- Go Big or Go Home!
Economics Matters with Laurence Kotlikoff
Maximizing Roth Conversions for Financial Gain
This chapter explores the complexities of optimizing Roth conversions through a case study of a 65-year-old individual. It demonstrates how strategic planning and adjusted conversion amounts can significantly enhance discretionary spending and overall financial benefits.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode