Truth in Planning

Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)


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Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.

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Truth in PlanningBy Kevin Tharpe and Gary Anderson