Roth conversions are a hot topic in retirement planning, but there’s been a lot of confusion—and even misleading advice—about using annuity bonuses to cover the taxes. In this episode, we break down the truth about these strategies:

If you’re considering a Roth conversion or exploring annuity options, this episode is a must-watch. Don’t let slick sales pitches lead you astray—learn how to make informed decisions for your financial future.

Watch now to get the facts and find out if this strategy is right for you!