Why Retirement Software Always Says "Convert to Roth" (And the Alternative)
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Why Retirement Software Always Says "Convert to Roth" (And the Alternative)
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Run your numbers through retirement software and it almost always says the same thing: convert to a Roth. But why? George Jameson, CFP®, RICP® breaks down the hidden assumptions behind that advice — and the alternative most retirees never hear about.
📅 Free retirement review: CapitalWealthGroupSC.com
#RothConversion #RetirementPlanning #RMD #TaxPlanning
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