Is a Roth Conversion Right for You? Guest Larry Kotlikoff Helps You Decide

Thinking about a Roth conversion but not sure if it's the right move? The Friends Talk Money team breaks down six key things you need to know before making a decision! From tax implications to future benefits, we've got you covered. Curious about how a Roth conversion could impact your financial future?

• Six Things You Should Consider Before Doing a Roth Conversion (PDF)
• Larry Kotlikoff’s Maxifi Planner Tool (Larry Kotlikoff)
• Wall Street Is Getting Roth Conversions Terribly Wrong (Larry Kotlikoff)
• Roth Conversion Advice (Terry Savage)
• Is Now the Time for a Roth Conversion? (Wealthramp)

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