Episode · ChooseFI · 2026-01-11
Books mentioned on 581 | Are Roth Conversions Necessary?
Most people rushing to convert their traditional IRAs to Roth accounts have never stopped to ask whether they actually need to. Brad sits down with tax experts Sean Mullaney and Cody Garrett to cut through the Roth conversion hype and explain when these moves make sense—and when they're just expensive mistakes.
Books mentioned, in the order they came up
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Tax Planning To and Through Early Retirement
This practical finance book provides actionable strategies for managing wealth and taxes leading up to and during retirement.
Discussed“Cody and Sean, so I I neglected to say you guys are the authors of the incredible book, Tax Planning to and Through Early Retirement.”
