EPISODE · Jun 6, 2022 · 17 MIN
Ep # 76: Making Lemonade - Time For A Roth Conversion?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs. The stock and bond market has given us a lot of lemons to work with this year. If one of your goals is to limit your taxes over time, now may be the perfect time to do a Roth conversion with the market being down. Ben and Adam discuss Roth conversions and how or why they may fit into your long-term financial plan.Tracking # T004062Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Those that have accumulated wealth may want to limit their taxes and keep what they have, if not for themselves, but for their heirs. The stock and bond market has given us a lot of lemons to work with this year. If one of your goals is to limit your taxes over time, now may be the perfect time to do a Roth conversion with the market being down. Ben and Adam discuss Roth conversions and how or why they may fit into your long-term financial plan. Tracking # T004062 Thanks f...
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Ep # 76: Making Lemonade - Time For A Roth Conversion?
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