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December 15, 2024

Roth conversions with any amount, time or age

39 minutes

WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!

In this week’s episode of The Alpha Wealth Hour, Tom Fortino focuses on Roth conversions and reminds us that we can take any amount at any time or age. Plus with the new year around the corner, tax planning is key and April will be here before we know it. Tom also tells us that the holidays are a great time to discuss estate and legacy planning with loved ones.

If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.

https://serve.castfire.com/audio/7109739/7109739_2024-12-12-201139.64kmono.mp3

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