Andy discussed how to determine how much Roth conversion to do in a particular year (assuming you've decided Roth conversions make sense for you). He walks through how to do a current year income & tax projection, and what tax "targets" or ...

Listener Q&A where Andy talks about: Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in oth...

Andy chats with a real person (not an advisor) doing their own retirement planning. In this episode, Andy talks with John McLaurin. They talk about a wide array of retirement planning topics such as planning for special needs and the "generatio...

Andy chats with fellow retirement planner Liz Yoder, CFP®, ChSNC® from Dependent Financial Planning. In this episode they talk about a wide array of retirement planning topics with a particular emphasis on special needs planning and the unique ...

Andy discussed seven common scenarios where it might be beneficial to do Roth conversions:You know your income now is much lower than it will be in the futureYou're married (and may eventually be single)You have la...