Roth Conversions Are Tricky. Did This Financial Columnist Get It Right?

An investor reaches out to a financial columnist because his advisor told him to ditch the Roth Conversion in retirement and just take his family on a cruise instead. Today, Paul examines both the advisor and the columnist’s advice and talks about why people in retirement can get enticed by the idea of tax-free money without considering their current marginal tax rate. 

 

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