Mar 23, 2022
Today I’m kicking off a 2-part series on Roth conversions.
Specifically, here in part one, I’m breaking down:
If you’re ready to master the basics of Roth conversions, today’s episode is for you.
Need tax and retirement...
Mar 15, 2022
Today I'm addressing inflation (again), war, and the risk of a recession.
Specifically, I'm sharing:
If like most investors, you’re nervous about the...
Mar 1, 2022
Today I’m talking about Roth conversions.
But instead of talking about why they’re so great...
...I'm sharing 5 reasons why you might NOT do them.
To help, Steven Jarvis, CPA, joins me. Together, we share a handful of often-overlooked reasons that might make you pause.
If you’re ready to learn why you might pass...