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® by George Jameson, CFP®, RICP®, MBA
S1 · E79
May 6, 2026
07:45

Episode notes

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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