Here's a Better Answer than "It Depends"
A new client asks, “Should I switch to Roth?” You know the honest answer is “it depends.” But if that’s all you say, they could have Googled it.
They don’t want a monologue, and they don’t want a false yes or no either. They want structure while the answer is still forming.
James Conole and Eden break down how to handle the classic “it depends.” Lead with a directional answer, then name the factors that will move it. When you don’t have enough context yet, show the client the path you’ll take to get there.
You’ll walk away knowing how to give a baseline answer first, explain why a Roth…
The skinny
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