Should You Convert to a Roth Before Retirement?

18/09/2025 12 min
Should You Convert to a Roth Before Retirement?

Listen "Should You Convert to a Roth Before Retirement?"

Episode Synopsis

Roth conversions can be a powerful tax strategy, but are they the right move when you’re just about to retire? In this video, Matt walks through a real-life case study to test that very question.