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!