Financial Literacy, Roth Strategies, and Preparing for 2026

from Triple Crown Legacy Planning - Financial Awareness · host Sam

In this episode, Sam Kirkendohl highlights the importance of financial literacy, especially during Financial Literacy Month.Drawing from his work with the Society for Financial Awareness, Sam breaks down:The difference between Traditional vs. Roth IRAsWhy Roth IRAs offer tax-free income advantagesHow Roth conversions can help manage future taxesKey strategies to prepare for potential 2026 tax changes and Medicare impactsThis episode is designed to help you make smarter, more tax-efficient decisions for your retirement.🎥 Missed the recent webinar? Watch the rebroadcast here: https://attendee.gotowebinar.com/recording/2170623324599557296Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsamCall | 803-508-8701Visit | www.triplecrownestateandwealth.com

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This episode is 26 minutes long.

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This episode was published on April 17, 2026.

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