For many retirees, the majority of their assets are in tax-deferred accounts, making tax strategy a critical component of a complete retirement plan. During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations before making a decision.

Concerned about your retirement tax strategy? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy. Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262. https://masterplanretire.com/contact
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

For many retirees, the majority of their assets are in tax-deferred accounts, making tax strategy a critical component of a complete retirement plan. During this episode, we'll explore Roth conversions including what they are, who they may benefit, and the important considerations before making a decision.
Concerned about your retirement tax strategy? Schedule a complimentary consultation at masterplanretire.com or call 770-980-9262 to explore how a holistic approach could strengthen your retirement strategy. Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at info@masterplanretire.com or call 770-980-9262.&nbsp;<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbE5UcF96eDdhS0lCQlpYRkFJeGtSdkoxVm96UXxBQ3Jtc0tteGVyMWp1b1FYVEp6SDgwNHVOZUlwRUdLMFpVeno3MGc4V1JxRXEyLWJZMG5iV3lYcHJ1N1Bod0c3SFBNLXY0eV95ZDZtTTJXYnpicnFpU05DaXRXanhudFFnSmQtWDBqazdmeFdlSUo0cFNBS0FKOA&amp;q=https%3A%2F%2Fmasterplanretire.com%2F&amp;v=aOu71B0aUy8" data-auth="NotApplicable" data-linkindex="1" data-ogsc="" data-ogsb="white">https://masterplanretire.com/contact</a> Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

Miscellaneous audio from Dickey Broadcasting Company - 680 The Fan, Southern Sports Today and The Podcast Park

Miscellaneous audio from Dickey Broadcasting Company - 680 The Fan, Southern Sports Today and The Podcast Park