David Brooks

Episode 98: To Roth or Not to Roth with David Brooks

Apr 29, 2024

On this week’s episode of the Retire Y’all Podcast, Adam is joined by the financial advisor, David Brooks.

Here are just a handful of the things that we'll discuss:

  • The clash of perspectives between Adam and David on Roth conversions
  • Real world conversion scenarios with and without Trump’s tax reform
  • Paying off the “silent partner” also known as the IRS
  • Remember, these strategies aren’t DIY – listen in, don’t try at home!



Get your complimentary copy of "Retire Y'all: Your Guide to Retiring in South Carolina"

  • This field is for validation purposes and should be left unchanged.