Rethinking Roth Conversions
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Rethinking Roth Conversions
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Are Roth conversions always the right move? In this episode, George Jameson, CFP®, RICP®, MBA — founder of Capital Wealth Group, a fee-only financial advisory firm in Columbia, SC — breaks down when Roth conversions make sense, when they don't, and what most people overlook before pulling the trigger. If you have money sitting in a traditional IRA or 401(k), this episode will help you think more strategically about your tax future in retirement.
Capital Wealth Group offers ongoing retirement planning and investment management, as well as one-time financial plans for DIY investors. Schedule a free consultation at CapitalWealthGroupSC.com.
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