Optimal Roth Conversions -- Go Big or Go Home!

Economics Matters with Laurence Kotlikoff
14/11/2024 1h 4min

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Episode Synopsis

Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins me to discuss your ticket to potentially major lifetime tax savings. It's MaxiFi's Roth Conversion Optimizer. The Optimizer is a powerful new addition to MaxiFi Planner. MaxiFi, developed by my software company, Economic Security Planning, Inc., does economics-based financial planning. 

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