Roth Conversion "New Math": Why T...

Roth Conversion "New Math": Why They Work Even if Taxes Drop

Your Retirement Guide by: George Jameson, CFP®, RICP® por George Jameson, CFP®, RICP®, MBA
T1 · E79
6 may 2026
07:45

Notas del episodio

George Jameson, CFP®, RICP®, breaks down the "New Math" of Roth conversions and the BETR formula. Learn why conversions can build wealth even if your tax rate drops and how to avoid "stealth taxes" like IRMAA and RMD spikes.

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