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12.09.25 Ask An Advisor With Wes Moss
Costly IRA Conversion Warning & the Hidden Billions Americans Are Leaving Behind
In this episode, fiduciary financial advisor Wes Moss tackles a piece of financial advice that he calls "lunacy" and "insanity" – a recent Op-Ed arguing that retirees should convert their entire Traditional IRA to a Roth IRA in a single year. Wes explains why this academic advice is a dangerous real-world strategy, warning listeners about the potential for a massive tax bill that could reach hundreds of thousands of dollars. Also, Wes addresses a sinister issue in retirement savings: billions of dollars in…
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