Latest / Economics Matters with Laurence Kotlikoff
Optimal Roth Conversions -- Go Big or Go Home!
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.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.