Episode 98: To Roth or Not to Roth with David Brooks

What this episode covers

On this week’s episode of the Retire Y’all Podcast, Adam is joined by the financial advisor, David Brooks. Try to keep up as Adam and David debate the following: The clash of perspectives between Adam and David on Roth conversions Real world conversion scenarios with and without Trump’s tax reform Paying off the “silent partner” also known as the IRS Remember, these strategies aren’t DIY – listen in, don’t try at home!

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Frequently Asked Questions

How long is this episode of Retire Y'all Charleston?

This episode is 1 hour and 13 minutes long.

When was this Retire Y'all Charleston episode published?

This episode was published on April 29, 2024.

What is this episode about?

On this week’s episode of the Retire Y’all Podcast, Adam is joined by the financial advisor, David Brooks. Try to keep up as Adam and David debate the following: The clash of perspectives between Adam and David on Roth conversions Real world...

Can I download this Retire Y'all Charleston episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.