Roth Conversions + IRMAA: How to Plan Correctly (Part 1)
9:24
3 Medicare IRMAA Situations that Change Roth Conversion Math (Part 2)
20:52
7 Ways YOU (or an Advisor) Can Improve Your Portfolio Today
34:04
Pay ZERO Capital Gains Tax vs Roth Conversions in Retirement: How to Determine Which is Best
15:52
Fixing 10 Common Roth Conversion Misconceptions (Costly Errors)
28:28
STOP! Why You Shouldn't Do a Roth Conversion
14:26
This Tool is A Must in Retirement Tax Planning (Tax Tool Explained)
18:57
5 Common Roth Conversion Mistakes (+ How to Avoid Making Them)
25:27