Why Retirement Software Always Sa...

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

Your Retirement Guide by: George Jameson, CFP®, RICP® di George Jameson, CFP®, RICP®, MBA
S1 · E85
31 lug 2026
07:59

Note sull'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.

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#RothConversion #RetirementPlanning #RMD #TaxPlanning