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In this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan.
By The Hollander GroupIn this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan.