Episode 118

Retiring Generously Episode 5: Roth Conversions for the Next Generation

00:00:00
/
00:09:47

December 12th, 2023

9 mins 47 secs

Your Hosts
Tags

About this Episode

Roth conversions can be done systematically as a part of a really effective financial plan. It’s a strategy that requires meticulous planning and perfect execution, so you need to proceed with caution. However, if retiring generously includes being generous to the next generation, you can see why this is a worthwhile endeavor.