The Roth Conversion Opportunity: A Strategy to Consider - December 7, 2024

from SWAT Retirement Strategy Hour · host Mike DiPaula and Sarah Flora

Today, we're diving into a topic that could have a huge impact on your retirement—and not in a good way if you're not prepared for it. I'm talking about taxes.To learn more vist: Flora & DiPaula Wealth PartnersInsurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.

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The Roth Conversion Opportunity: A Strategy to Consider - December 7, 2024

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This episode was published on January 22, 2025.

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