
Optimal Roth Conversions -- Go Big or Go Home!
Economics Matters with Laurence Kotlikoff
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.