EPISODE · Sep 16, 2022 · 43 MIN
The Retirement Clinic-8-27-22 – Time to Consider a Roth Conversion
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff Kowal gives an update on the economy and stock market, discusses reasons you may want to consider a Roth conversion before the end of the year, touches on social security news, and reviews what can be done to accounts after death.
What this episode covers
Jeff Kowal gives an update on the economy and stock market, discusses reasons you may want to consider a Roth conversion before the end of the year, touches on social security news, and reviews what can be done to accounts after death.
NOW PLAYING
The Retirement Clinic-8-27-22 – Time to Consider a Roth Conversion
No transcript for this episode yet
Similar Episodes
Feb 4, 2026 ·18m