Ep 250: Financial Guru Loses $400k to Ill-Advised Roth Conversion (Is Your Money Safe?)

August 16, 2023
David starts the conversation by describing how a financial guru, Derek Sall, allegedly lost $400k in an ill-advised Roth conversation. According to Sall, you’re way more likely to have a lower income in retirement than you have today, so you’ll likely be in a lower tax bracket in the future. But as...

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