Roth Conversions: Why the "Correct" Math Isn't Always the Best Choice
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Roth Conversions: Why the "Correct" Math Isn't Always the Best Choice
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Summary
Everyone is talking about Roth Conversions, but is it actually the right move for your retirement? In this episode, George Jameson, CFP®, RICP® explains why the "mathematically correct" answer on a spreadsheet often ignores the realities of life.
Welcome to "Your Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.
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