No. of Recommendations: 5
I’ll give you the one good idea she had for free. If we retire early don’t take SS or withdraw from retirement. Have zero income and use those years to migrate from pre tax to Roth. Like if you have enough to live on for a few years.

That is a good idea. It is also retire early 101. Any number of retire early blogs/forums discuss Roth conversions in detail. Now, there is a value to have someone else sort all this out and distill it for you. But if you have portfolio or one or two million dollars that means the cost of that service is $10-20,000. Per year. A tax accountant should be able to give you the same info for a one-time fee of a few hundred dollars.
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