Don't Do Any Roth Conversions Before You Ask Yourself THIS

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

I often hear someone say "How much and when should I convert my assets to Roth?" when in reality the question should be "How can I live my ideal retirement and minimize taxes along the way?"
Two very different questions.

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Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

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1. Understanding Early Retirement and Financial Independence (00:00:00)

2. Work, Retirement, and Recreational Employment (00:03:21)