Is a Roth Conversion Right for You?

Posted on 11-16-2021

There’s lots of lunchroom talk around Roth conversions.

But, how do you know if it’s a good fit for you? 

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us  International Speaker and a 25+ year Financial Veteran, Jim Silbernagel, to talk about the future of retirement planning — and what you can do about it.

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning