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

EPISODE · Sep 16, 2024 · 13 MIN

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

from Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) · host Ari Taublieb, CFP®, MBA

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.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA  is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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

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