• Don't Do Any Roth Conversions Before You Ask Yourself THIS

  • Sep 16 2024
  • Length: 13 mins
  • Podcast

Don't Do Any Roth Conversions Before You Ask Yourself THIS

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  • Summary

  • I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"

    Two very different questions.

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    Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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