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

from Retire Y'all Charleston · host Adam Curran

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!

Episode metadata supplied by the publisher feed · Published Apr 29, 2024

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

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