- How Do Roth Conversions Impact Inheritance/Legacy? James Conole, CFP® 29:21
In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.
Questions Answered:
- How can Roth Conversions be best implemented for legacy planning?
- What are the important strategies to be aware of when implementing Roth Conversions?
- How can Roth Conversions impact planning for inheritance?
We’re on YouTube!
Check us out here for more content to help you create a secure Retirement: YouTube – Root Financial Partners
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Most Recent Episodes
