Episode 118
Retiring Generously Episode 5: Roth Conversions for the Next Generation
December 12th, 2023
9 mins 47 secs
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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.