Latest / Re-Engineering Your Finances Podcast
To Roth or Not to Roth: The 7 Factors That Actually Decide If a Conversion Pays Off
Everyone talks about Roth conversions, but few break down what actually determines whether one works out. This episode digs into the real variables to help you figure out if converting makes sense for your situation.
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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance…
The skinny
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