• Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)

  • Oct 7 2024
  • Length: 1 hr and 18 mins
  • Podcast

Fourth Quarter Planning, Overdoing Roth Conversions, Retirement Changes in 2025 (10.5.24)

  • Summary

  • This week's show covers fourth quarter financial planning, the over-emphasis on Roth conversions, retirement account changes coming in 2025, and the flypaper effect.
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