What’s The Big Deal With Roth Conversions And Why Should You Care?

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® · Jul 13, 2023 · 19m

In this episode, Tyler Emrick CFA®, CFP® talks through the financial impacts of implementing a well-thought-out Roth conversion strategy. Hear how his clients overcame the emotional struggle of paying a large upfront tax bill to build wealth and provide better outcomes for themselves and their families.

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Here are some of the things we will discuss in this episode:

How a Roth conversion can…