The idea of a Roth conversion is intriguing to a lot of people, and for some people it can be a great strategy to enact. Let’s explore the concept…
This week, we’ll continue our earlier discussions about the oncoming tax train that is headed our way. Let the Roth Guy help get you prepped so you can have peace of mind about how taxes will affect your retirement future.
Jude, “The Roth Guy”, helps us look at the tax benefits of Roth accounts this week. We’ll also have a more in-depth discussion about the three “buckets” that make up Jude and Mike’s Bucket Plan strategy for structuring their clients’ financial plans.
We discuss the debut of The Roth Guy and talk about some of the finer points of using a Roth as part of your retirement strategy.