Converting $2 Million to Roth IRA in 1 Year, Mistake or Genius?
Is it really the best idea to spread out your Roth conversions? In this video I explain the upsides and downsides to converting all of your IRA to Roth in your first year of retirement.
The Retirement Recap
Join the 1000+ other retirees and get weekly articles and videos to help you retire with confidence.
Subscribers also gain access to our private monthly client memo.
This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures
Matthew Calcagno
Hi, I'm Matthew Calcagno. Each week I share the playbook I use with our clients to help give you confidence in your tax, investment, and early retirement plan.