• Episode 118: Retiring Generously Episode 5: Roth Conversions for the Next Generation

  • Dec 12 2023
  • Length: 10 mins
  • Podcast

Episode 118: Retiring Generously Episode 5: Roth Conversions for the Next Generation

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  • Summary

  • Roth conversions can be done systematically as a part of a really effective financial plan. It’s a strategy that requires meticulous planning and perfect execution, so you need to proceed with caution. However, if retiring generously includes being generous to the next generation, you can see why this is a worthwhile endeavor.
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