How Much Money Do You Need to Retire? Real Calls on Inheritance and Spending
May 9, 2026 - 35:15
Radio and PodcastLive Radio & PodcastsBusiness
Roth Conversion & Direct Indexing Strategies
In this episode of Money Matters, Scott and Pat break down smart Roth conversion strategies for retirees who want to reduce lifetime taxes, manage future RMDs, and avoid costly bracket mistakes. A caller with $4+ million...
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