Don't Do Any Roth Conversions Before You Ask Yourself THIS

Update: 2024-09-16

Description

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"

Two very different questions.

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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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Don't Do Any Roth Conversions Before You Ask Yourself THIS

#box-pro-ellipsis-173523153004348{-webkit-line-clamp:2;}Don't Do Any Roth Conversions Before You Ask Yourself THIS

Don't Do Any Roth Conversions Before You Ask Yourself THIS

Ari Taublieb, CFP®, MBA

Don't Do Any Roth Conversions Before You Ask Yourself THIS