• Roth Conversions

  • Aug 23 2024
  • Length: 54 mins
  • Podcast

  • Summary

  • Kristina discusses the topic of Roth conversions and whether they make sense for individuals. They explore the differences between Roth contributions and conversions, the tax implications of conversions, and the potential benefits for estate planning. Kristina also discusses the challenges that Baby Boomers face in retirement, including the lack of pensions and low retirement savings.

    Reach Kristina at 844-823-6387.

    Powerful Legacy Insurance and Financial Services

    See omnystudio.com/listener for privacy information.

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