While we’re big proponents of Roth conversions, we wanted to review a new white paper that outlines the case AGAINST Roth conversions to: learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what we think of the paper and wether or not it changes how we thing abut Roth Conversions.

Show Notes

White Paper: When and for Whom Are Roth Conversions Most Beneficial? A New Set of Guidelines, Cautions and Caveats by Edward F. McQuarrie






Follow on Your Favorite Podcast App