Sean Mason discusses the many benefits of Roth conversions. He first describes what a Roth IRA is and the limitations they have and then compares that to the many ways people can use Roth conversions. Sean explains why people who need money to be liquid should be wary of a Roth conversion and warns of tax implications in converting that money. Sean describes the strategies and planning that his team uses to help Roth conversions go smoothly and the types of accounts that are allowed to be converted to Roths.

Click here to get in touch with Sean and his team or give them a call at 559-892-0002.