It’s Roth Conversion season! With the end of the year fast approaching, now is the time to get serious about making Roth conversions. But before you do, make sure you’re informed about the ins and outs of this great planning strategy. Joel Cavaliere, CFP TM and Blue Heron Advisor will join us!
Here Are Just a Handful of the Things That We'll Discuss:
Roth IRA accounts vs Traditional tax deferred accounts.
No RMD's for your own Roth account during your lifetime!
What does a Roth conversion cost you today and potentially save you tomorrow?
