What if someone told you they could complete a Roth conversion with no taxes at all — for a hefty fee? In this episode of The Retirement Journey, Edgar Torres unpacks a cautionary story that highlights why “too good to be true” claims can be dangerous. He’ll break down how Roth conversions really work, common red flags when talking with advisors, and why transparency around taxes and fees matters. The conversation focuses on understanding what’s legitimate, what’s not, and how asking the right questions can help you make more informed retirement planning decisions.

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