EPISODE · Jun 20, 2026 · 30 MIN

Roth Tactics, Strategies ,And Secrets

from McIntire Retirement Services Game Plan For Retirement · host Chris McIntire

Roth accounts can play an important role in retirement planning, but the right approach depends on your individual financial situation. In this video, we discuss a variety of Roth tactics, strategies, and planning considerations, including Roth IRAs, Roth conversions, tax diversification, and factors that may influence when these strategies are appropriate. The goal is to provide educational information to help you better understand how Roth accounts fit into a broader retirement plan. This content is for educational purposes only and is not intended as financial, tax, or legal advice. Consult a qualified professional before making financial decisions. If you'd like to speak with Chris to build a personalized retirement plan that addresses your unique goals, please give him a call at (800) 868-1194 or visit www.McIntireRetirementServices.com

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This episode is 30 minutes long.

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This episode was published on June 20, 2026.

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