Roth Conversions

02/08/2024 51 min
Roth Conversions

Listen "Roth Conversions"

Episode Synopsis

Sam, Andi, and Luke discuss Roth Conversions and scenarios where it would and would not make sense to consider them.  They offer proactive strategies to help ensure you can maintain your lifestyle in retirement and they identify challenges boomers nearing retirement face and how to meet them. Reach Duell Financial Strategies at 800-203-7486. Duell Financial StrategiesSee omnystudio.com/listener for privacy information.