Is a Roth Conversion Right for You?
Posted on 11-16-2021
There’s lots of lunchroom talk around Roth conversions.
But, how do you know if it’s a good fit for you?
In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us International Speaker and a 25+ year Financial Veteran, Jim Silbernagel, to talk about the future of retirement planning — and what you can do about it.
Click here to listen to this week’s program.
For more information, contact:
Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning