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YouTubeA Smarter Way to Retire with Tony Leonardi CFP®
Roth Conversion 7-Step Guide: Complete Implementation (Nov 14, 2025)
🗺️ The Complete Roth Conversion Roadmap – In this 3.5-minute guide, Tony Leonardi, CFP® from Newtown, CT, walks through the exact seven steps for properly executing a Roth conversion. STEP 1: Run Your Financial Model (October-November) Why October-November? By November, you know most of your current year income—W-2 is set, bonuses ...
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