Episode Details

Roth Conversions: A Complex Calculation or a Personal Choice?

Andy Panko challenges the industrys push for Roth conversions, arguing that the calculators used to predict future tax rates and market growth are too uncertain. He advises focusing on personal priorities and using conversions as a directionality rather than a hard science. Panko suggests waiting until the end of the year to make a decision, emphasizing the importance of using knowns to guide financial choices.

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