The Great Roth Conversion Debate – Expert Insights from Larry Kotlikoff, Rick Miller, and Jay Abolofia
Guest Expert: Larry Kotlikoff, Rick Miller, and Jay Abolofia, PhD, CFP®
Date:
Webinar Replay Description
Renowned economist Larry Kotlikoff and financial planners Rick Miller and Jay Abolofia led a thought-provoking discussion on the pros and cons of Roth IRA conversions, challenging conventional wisdom and offering practical guidance for financial advisors.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
“Complexity of decision was explained in a way that gave me an idea for creating a ranking questionnaire to help clients wrap their head around the tradeoffs before I dive into the illustrations.”
- Miriam W.
“I learned to seriously consider economic based retirement planning.”
Additional comment: “This was an excellent presentation. We should have a Part 2.”
- Mark Z.
“Interesting to hear what the 'academics' think about Roth Conversions vs 'Wall Street'.”
- Reg B.
“This is the only tool I've seen that comes even close to providing the complete, analytically correct answers to the long-term financial planning questions.”
- Steven C.
“The solutions to maximize discretionary spending via conversions are non-linear and counter-intuitive.”
- George H.
“Complexity of decision was explained in a way that gave me an idea for creating a ranking questionnaire to help clients wrap their head around the tradeoffs before I dive into the illustrations.”
- Miriam W.
“I learned to seriously consider economic based retirement planning.”
Additional comment: “This was an excellent presentation. We should have a Part 2.”
- Mark Z.
“Interesting to hear what the 'academics' think about Roth Conversions vs 'Wall Street'.”
- Reg B.
“This is the only tool I've seen that comes even close to providing the complete, analytically correct answers to the long-term financial planning questions.”
- Steven C.
“The solutions to maximize discretionary spending via conversions are non-linear and counter-intuitive.”
- George H.
The Great Roth Conversion Debate 06-04-2025
Attendees Comments:
“Complexity of decision was explained in a way that gave me an idea for creating a ranking questionnaire to help clients wrap their head around the tradeoffs before I dive into the illustrations.”
- Miriam W.
“I learned to seriously consider economic based retirement planning.”
Additional comment: “This was an excellent presentation. We should have a Part 2.”
- Mark Z.
“Interesting to hear what the 'academics' think about Roth Conversions vs 'Wall Street'.”
- Reg B.
“This is the only tool I've seen that comes even close to providing the complete, analytically correct answers to the long-term financial planning questions.”
- Steven C.
“The solutions to maximize discretionary spending via conversions are non-linear and counter-intuitive.”
- George H.