In this episode of "Your Money Matters" with Christy Smith and Matt Kennedy they talk about Roth Conversions. Roth conversions move retirement savings from a tax-deferred to a tax-free account, offering growth, tax advantages, and no required minimum distributions. Strategic, multi-year conversions help retirees optimize tax outcomes and avoid costly mistakes, but careful planning with a professional is essential to maximize benefits and avoid pitfalls. Call Christy Smith at Presley Wealth to find out more. 

Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com