See how different Roth conversion strategies can produce dramatically different outcomes
Explore advanced planning concepts for legacy wealth, heirs, and high-net-worth IRA owners
Learn the math behind Roth conversions and the variables that determine whether a strategy succeeds or fails
Understand the laws and regulations that can dramatically impact conversion outcomes.
Deconstructing Roth IRA Conversions expenses the myths, math, and mistakes that can cost you or your heirs tens to hundreds of thousands in retirement.