While we're big proponents of Roth conversions, we wanted to review a white paper that outlined the case AGAINST Roth conversions to learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what we think of the paper and wether or not it changes how we think abut Roth conversions.
For more information and show notes visit: https://bwmplanning.com/episode15
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.