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In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.
Questions Answered:
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By James Conole, CFP®4.9
775775 ratings
In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.
Questions Answered:
We’re on YouTube!
Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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