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Episode: Four Reasons NOT to do Roth Conversions

Tune in as we discuss:

• Mid 70s
• Under 59
• Modest IRA balances 
• Amount in annuities 

Bonus: Three false factors

Thanks for listening! 

Click here to schedule your FREE consult with our awesome team of CFP®s.

Episode: A day late and a dollar short in Roth Conversions

Tune in as we discuss:

• Benefits of Roth Conversions
• Misconceptions about Roth Conversions
• Optimal Outcomes

Thanks for listening!