The Holistic Retirement Podcast

Roth Conversion Conversation

May 20, 2021

Taxes are a big focal point for retirees and this will likely continue into the future. So can a Roth be a good choice for you? Can a conversion be a useful tool for you? This week we discuss the conversion conversation.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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The Holistic Retirement Podcast

Roth Conversion Conversation

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The Holistic Retirement Podcast

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