Episode 98: To Roth or Not to Roth with David Brooks

Published: April 29, 2024, 5:56 p.m.

On this week\u2019s episode of the Retire Y\u2019all 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\u2019s tax reform
  • Paying off the \u201csilent partner\u201d also known as the IRS
  • Remember, these strategies aren\u2019t DIY \u2013 listen in, don\u2019t try at home!