Ready For Retirement
Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!
Ready For Retirement
How Do Roth Conversions Impact Inheritance/Legacy?
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James Conole, CFP®
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Episode 105
In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.
Questions Answered:
- How can Roth Conversions be best implemented for legacy planning?
- What are the important strategies to be aware of when implementing Roth Conversions?
- How can Roth Conversions impact planning for inheritance?
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