Why Retirement Software Always Sa...

Why Retirement Software Always Says "Convert to Roth" (And the Alternative)

Your Retirement Guide by: George Jameson, CFP®, RICP® por George Jameson, CFP®, RICP®, MBA
T1 · E85
31 jul 2026
07:59

Notas del episodio

Run your numbers through retirement software and it almost always says the same thing: convert to a Roth. But why? George Jameson, CFP®, RICP® breaks down the hidden assumptions behind that advice — and the alternative most retirees never hear about.

📅 Free retirement review: CapitalWealthGroupSC.com

#RothConversion #RetirementPlanning #RMD #TaxPlanning