Live Retirement Planning Session: I'm 65 with $1.4M in IRAs

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  • Опубликовано: 16 ноя 2024

Комментарии • 1

  • @thecowiee8002
    @thecowiee8002 17 дней назад

    Thank you for putting together this presentation. I thought each of the presenters did an excellent job. I realize that there was a time constraint, but I think it would have been interesting to demonstrate the Roth conversion strategy with the client, especially in light of the large recommended 1 year conversion. I suspect a lot of individuals do not have that type of "free" cash lying around to effectuate such a conversion. I know Troy touched upon it a bit, but I think it would have been helpful to see how the discussion goes with a client with some cash constraints. Nevertheless, a first-rate presentation!