Economics Matters with Laurence Kotlikoff cover image

Optimal Roth Conversions -- Go Big or Go Home!

Economics Matters with Laurence Kotlikoff

00:00

Optimizing Roth Conversions for Effective Retirement Planning

This chapter explores the intricacies of Roth conversions in retirement planning and introduces the Maxify Roth Conversion Optimizer. It focuses on the need for individuals to strategically manage their tax implications and Social Security benefits to maintain a consistent living standard in retirement.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app