Tax Strategies for Roth Conversions

Posted on 9-14-2022

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