Tax Strategies for Roth Conversions

Roth conversions are potentially being eradicated in the next several years.

So, it’s critical for you to do an analysis with your financial professional on whether a Roth is right for your situation.

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Financial Professional Jim Silbernagel, as he discusses the tax strategies you can use to help you convert to a Roth IRA.

Click here to listen to this week’s program.

For more information, contact:

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