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The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia
Boost Your Client's Tax Planning, Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs -
Tuesday, June, 3 • ET • 75 minutes
Larry Kotlikoff
Larry Kotlikoff
Professor of Economics, Boston University | Founder, Maxifi Maxifi
Rick Miller
Rick Miller
CEO Sensible Financial
Jay A
Jay Abolofia, PhD, CFP®
Fee-only Financial Planner Lyon Financial Planning

What You'll Learn

Join renowned economist Larry Kotlikoff and financial planners Rick Miller and Jay Abolofia for a deep dive into the pros and cons of Roth IRA conversions. Should clients aggressively convert large portions of their traditional IRAs, or is a more measured approach better? Our…

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