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Should High Income Earners Do Roth Conversions?

This episode focuses on a question David recently got from a couple – they made $650,000 per year and wanted to know whether they should consider doing a Roth conversion. Some details about the California-based couple who asked David their question:…

A Huge Surprise in the Secure Act 2.0

In May 2021, David recorded a podcast that focused on the Secure Act 2.0, the follow-up to the Secure Act that completely killed the stretch IRA and the stretch Roth IRA. Today’s episode looks at the big surprise that has surfaced in the latest…

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