$2.5M Portfolio: Should They Do Roth Conversions?
Автор: Jacob Duke, CFP®
Загружено: 2023-10-05
Просмотров: 2981
Описание:
Trying to figure out if you need to be doing Roth conversions? In this case study, I walk through an example of a couple with $2.5m saved for retirement to show you when and how they might want to think about doing Roth conversions.
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#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #traditionalira #401k #financialplanning #financialadvisor
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