Roth Conversions: Are You Spinning Your Wheels?
Автор: Tumolo Financial Retirement Planning
Загружено: 2025-12-18
Просмотров: 14
Is your Roth conversion strategy keeping you on a financial treadmill? Ken and Nick Tumolo unpack why one-size-fits-all approaches rarely work and how factors like taxes, Medicare, legacy goals, and market performance shape the best moves for your retirement savings. Learn how personalized planning can help you avoid costly mistakes and make smarter decisions for your future and your family.
To schedule a Tumolo Financial Retirement Checkup visit TumoloFinancial.com (https://tumolofinancial.com/)
Ken Tumolo and his son Nick Tumolo join you on Tumolo Financial Radio to offer solutions and strategies for your retirement planning needs. With decades of financial planning experience, Ken and Nick offer tax recommendations, estate planning advice, Social Security maximization, wealth management, retirement income planning and much more.
See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information.
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