Roth Conversions are on the Rise
Manage episode 454766539 series 3561340
Raj Shah and Rick Borek discuss the increasing trend of Roth conversions as a strategy for retirement planning, particularly considering potential changes to tax laws.
For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com
Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.
See omnystudio.com/listener for privacy information.
121 episodes