Money Guy Show cover image

Tax Tips To Beat The IRS By Age (Legally!)

Money Guy Show

00:00

Case study: Roth conversions saved millions

They review Kerry and Robert's plan showing Roth conversions avoiding future tax 'bombs' and boosting terminal value.

Play episode from 22:32
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app