EPISODE · Nov 25, 2020 · 16 MIN
Is Right Now The Ideal Time For A Roth Conversion?
from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske
Happy Thanksgiving to all of our listeners! We are so thankful to each of you who tune into the podcasts regularly. Your feedback and input is invaluable. On this episode, Barbara and Phil will assess the country's debt and tax situation as we wrap up 2020 and discuss why right now, before the end of the calendar year, might be the best time to do a Roth conversion. Make sure to listen to this episode right away in case you need to take action before Dec 31st. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/
What this episode covers
Happy Thanksgiving to all of our listeners! We are so thankful to each of you who tune into the podcasts regularly. Your feedback and input is invaluable. On this episode, Barbara and Phil will assess the country's debt and tax situation as we wrap up 2020 and discuss why right now, before the end of the calendar year, might be the best time to do a Roth conversion. Make sure to listen to this episode right away in case you need to take action before Dec 31st. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Contact: http://pathfinderadvisory.com/contact/
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Is Right Now The Ideal Time For A Roth Conversion?
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