Your Money Matters-Roth Conversions-November 1, 2025

from "Your Money Matters" with Presley Wealth Management · host Stephanie Griffin

In this episode of "Your Money Matters" with Christy Smith and Matt Kennedy they talk about Roth Conversions. Roth conversions move retirement savings from a tax-deferred to a tax-free account, offering growth, tax advantages, and no required minimum distributions. Strategic, multi-year conversions help retirees optimize tax outcomes and avoid costly mistakes, but careful planning with a professional is essential to maximize benefits and avoid pitfalls. Call Christy Smith at Presley Wealth to find out more. Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com

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This episode is 47 minutes long.

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This episode was published on November 3, 2025.

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