Should You Do A Giant Roth Conversion?

Should You Do A Giant Roth Conversion?

SCOTT NEWHOUSE IS A FINANCIAL PLANNER SERVING RETIREES IN SCOTTSDALE, AZ, HENDERSON, NV AND THOUSAND OAKS, CA. HIS GOAL IS TO MAKE SURE HIS CLIENTS CAN RETIRE COMFORTABLY WITHOUT HAVING TO SACRIFICE THEIR LIFESTYLE IN RETIREMENT.

I received a great question from someone recently: Should he do a giant (and I mean giant) Roth Conversion in light of potential tax increases as well as future legislation potentially ending Roth Conversions?

Tune in to listen to my answer as well as 5 things to think about if you want to make a big Roth Conversion.