AMA | Roth Conversions

[@umass84jackcnh]

I just found this company and website yesterday. I'm very impressed all the features

[@hammockmonk]

To skip all the introductiory blah-blah and go to the Roth Conversion discussion, skip to 20:00.

[@markgoodsmith7229]

If I buy the tool, is it downloaded on my machine and is the data stored on my computer, or is it in your hands?

[@Erginartesia]

This is exciting! You are being recommended by several retirement planners who I respect. Do you have a regular podcast? That would be lovely. Also Personal Capital linking sounds great.

[@stevemlejnek7073]

As I understand, if you are retired early, converting Traditional to Roth IRA prior to age 59 1/2, you need to pay the tax on the conversion with money saved outside the IRA to avoid 10% early penalty. Is that correct?