Calculate how much money you’ll avoid paying to Uncle Sam (free): https://q3.link/DIYProandCon
⏱️ Chapters:
00:00 - The Complexity of DIY Roth Plans
00:48 - Pros of DIY Planning
02:37 - Strategically Incomplete Math
03:30 - The Danger of Conservative Conversions
05:13 - The Trap of Continuing Growth
07:28 - Long-term Accuracy & Life Changes
08:42 - Inheritance & Family Tax Obligations
10:17 - Is DIY Worth the Risk?