Additional Roth Conversion Resources
Roth Conversion Optimizer Overview
[Case Study] Optimizing Roth Conversions
[Support Article] Maximization Option: Optimize Roth Conversions
[Support Article] Settings that Impact Roth Conversion Optimization
[Video Podcast] Larry Kotlikoff and Jay Abolofia Demo MaxiFi's Roth Conversion Optimizer
[Larry Kotlikoff Article] Can Tapping Your IRA to Cover Taxes on Roth Conversions Make Sense? Yes!
[Larry Kotlikoff Article] There's Money in Them Thar Roth Conversions
[Larry Kotlikoff Article] Optimal Roth Conversions -- Go Big or Go Home!