Family First Retirement

Understanding Roth Conversion in Retirement Planning


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This week, George Politarhos discusses the strategy of Roth conversion in retirement planning. He explains the difference between traditional and Roth retirement plans and the tax implications of each. George emphasizes the importance of having multiple sources of income in retirement and the benefits of having a Roth account. The conversation also touches on the current tax landscape and the potential for higher taxes in the future. George encourages listeners to seek professional advice and take proactive steps to plan for their retirement.

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Family First RetirementBy George Politarhos