video1.0<iframe src="https://www.loom.com/embed/f667f2ec55764e8e9e15ff6e62d247a3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f667f2ec55764e8e9e15ff6e62d247a3-58d23ad07b2ef537-full.jpg489.451In this video, I provide a practical overview of Maxifi's Roth Conversion Optimizer, which is designed to help you determine if a Roth conversion makes sense for you, how much to convert, and when to do it based on your full lifetime financial picture. I emphasize the importance of first building and reviewing a solid base plan before using the optimizer, as it evaluates your entire financial situation to identify the best conversion strategy. After running the optimizer, you'll receive detailed results that include lifetime discretionary spending impacts and recommended annual conversion amounts. I encourage you to explore the various reports and reach out with any questions you may have. Your next steps include applying the results to your base plan or creating a new alternative profile.