Do Roth conversions make sense for everyone? In this episode, we unpack the rules, strategies, and potential pitfalls of Roth conversions, as well as the role of taxes, spending, and charitable goals. You'll learn why it's not always wise to "just convert everything now" and why flexibility is a crucial part of any financial strategy.

Access the full show notes at Mason & Associates, LLC

Resources Mentioned:

• Mason & Associates: LinkedIn
• Tommy Blackburn: LinkedIn
• John Mason: LinkedIn