Optimizing Roth Accounts
Presented by Laurence Kotlikoff
Larry reviews how to get the most out of your Roth retirement accounts. He discusses topics ranging from the basics of Roth vs. Traditional accounts, employee sponsored 401k's, limiting lifetime taxes, to how to time Roth conversions. He also explores strategies for withdrawals.
- Roth versus traditional retirement accounts
- Tax efficient retirement account withdrawals
- When should I convert to a Roth and how much should I convert?
- Comparing the tax savings from contributing to Roth vs. Non-Roth accounts