EVERYTHING You Need To Know About Retiring with $5M
14K views · Sep 18, 2026 · Education
Comments · 7
@pidm681 · 11 days ago
What software are you using for your illustrations?
1
@alkrongold · 11 days ago
I've asked this question on previous videos but I haven't received a good answer. For these hypothetical clients, why would you do the Roth conversion vs just spending out of the pre-tax accounts instead of using the taxable brokerage. Does putting the funds in the Roth really create that much of a benefit? One allows compounding in the Roth, the other allows compounding in the taxable brokerage (the amount spared by using the pre-tax funds). Yes, slight benefit in the Roth potentially in growth, but at death, both options give heirs the same tax free inheritance. I'm just not understanding the Roth conversion part. Please address this if you can. I feel like I'm missing something.
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