The Retirement Lab · Tax Planning
Roth Conversions After 60: Questions to Evaluate
By Jason Rindskopf, WMCP®, RICP® · 15 min educational video
An educational discussion of tax, Medicare premium, cash-flow, beneficiary, and current-law questions that may be relevant to a Roth conversion discussion.
What this video covers An educational discussion of tax, Medicare premium, cash-flow, beneficiary, and current-law questions that may be relevant to a Roth conversion discussion. The discussion is educational and can help you prepare questions for a more complete planning conversation.
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