Ready For Retirement

How to Prioritize Roth Conversions Vs. Tax Gain Harvesting

Mar 8, 2022 · 28 min · Episode 101 · 20.6 MB
0:00-28:33

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In this episode of Ready for Retirement, we’re talking about how to prioritize Roth Conversions v. Tax Gain Harvesting.

Questions Answered: 

  • How do I know if I should prioritize Roth Conversions or Tax Gain Harvesting?
  • How can we make sure I'm setting myself up to optimize my retirement strategy?

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