businessApr 29, 20241:13:34pending
Episode 98: To Roth or Not to Roth with David Brooks
About this episode
On this week’s episode of the Retire Y’all Podcast, Adam is joined by the financial advisor, David Brooks. Try to keep up as Adam and David debate the following:
- The clash of perspectives between Adam and David on Roth conversions
- Real world conversion scenarios with and without Trump’s tax reform
- Paying off the “silent partner” also known as the IRS
- Remember, these strategies aren’t DIY – listen in, don’t try at home!
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