Podcast 85: Who Should Consider Roth Conversions?

Ask Gregory: Podcast - Income & Retirement Planning

English - June 09, 2022 15:00 - 15 minutes - 10.9 MB
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Previous Episode: Podcast 84: 3 Things to Do that May Raise Your Social Security Checks

Next Episode: Podcast 86: What Should I Do If I've Named My IRA Beneficiary a Trust?

Should you consider moving some of your money to a Roth account? Tune into this episode as Gregory is joined by Jude Heath and they are going to discuss different strategies that may help you become more tax efficient.

For more information about J Heath & Co visit:
https://www.jheathcpa.com/

A complimentary download to pair with this episode can be found on the podcast page. www.gregoryricks.com/podcast85

For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings on:

WRNO-News Talk 99.5 FM New Orleans -- 10 am - 1 pm WBUV-News Talk 104.9 FM Biloxi -- 10 am - 1 pmWBRP-107.3 FM Baton Rouge -- 11 am - 1 pmSupertalk Mississippi -- 12 pm - 1 pm

If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast

For the latest in financial news, why don't you tune into "Winning at Life with Gregory Ricks" LIVE on Saturday Mornings from 10 am - 1 pm on:

New Orleans - WRNO-News Talk 99.5 FM Biloxi- WBUV - News Talk 104.9 FM

OR watch on YouTube LIVE on our YouTube page Winning at Life with Gregory Ricks!

If you have any questions or are looking for some financial advice?
Schedule a Complimentary 15-minute Phone Visit: https://gregoryricks.com/schedule-a-visit-podcast