In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Hear how his clients overcame the emotional struggle of paying a large upfront tax bill to build wealth and provide better outcomes for themselves and their families.  

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Here are some of the things we will discuss in this episode:

• How a Roth conversion can protect your spouse’s future. (3:28)

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