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Understanding Roth Conversion in Retirement Planning

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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This week, George Politarhos discusses the strategy of Roth conversion in retirement planning. He explains the difference between traditional and Roth retirement plans and the tax implications of each. George emphasizes the importance of having multiple sources of income in retirement and the benefits of having a Roth account. The conversation also touches on the current tax landscape and the potential for higher taxes in the future. George encourages listeners to seek professional advice and take proactive steps to plan for their retirement.

For more information call 302-330-2166 or visit www.patriawealth.com 

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  1. Family First Retirement

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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