Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Roth Conversions | What Investors Need to Know

Oct 2, 2023

47:17

In this episode, we are joined by Sunpointe's Ben Tuscai to take a deep dive into Roth conversions. We discuss the criteria that investors can use to determine when the make sense and why they aren't used in the real world as often as you might think. We also discuss back door Roth conversions, mega back door Roth conversions, conversions inside employer plans and a lot more.

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