Economics Matters with Laurence Kotlikoff cover image

Optimal Roth Conversions -- Go Big or Go Home!

Economics Matters with Laurence Kotlikoff

CHAPTER

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.

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