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.

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This episode is 1 hour and 4 minutes long.

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This episode was published on November 14, 2024.

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