Optimal Roth Conversions -- Go Big or Go Home!

from Economics Matters with Laurence Kotlikoff · host Economics Matters

Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins me to discuss your ticket to potentially major lifetime tax savings. It's MaxiFi's Roth Conversion Optimizer. The Optimizer is a powerful new addition to MaxiFi Planner. MaxiFi, developed by my software company, Economic Security Planning, Inc., does economics-based financial planning.

Episode metadata supplied by the publisher feed · Published Nov 14, 2024

Embed this episode

Attribution link and audio player

Ready to play

Optimal Roth Conversions -- Go Big or Go Home!

0:00 1:04:48

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Economics Matters with Laurence Kotlikoff?

This episode is 1 hour and 4 minutes long.

When was this Economics Matters with Laurence Kotlikoff episode published?

This episode was published on November 14, 2024.

Can I download this Economics Matters with Laurence Kotlikoff episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!