The Investor Coaching Show with Paul Winkler

The Investor Coaching Show with Paul Winkler


Roth Conversions Are Tricky. Did This Financial Columnist Get It Right?

October 22, 2024

An investor reaches out to a financial columnist because his advisor told him to ditch the Roth Conversion in retirement and just take his family on a cruise instead. Today, Paul examines both the advisor and the columnist’s advice and talks about why peo