MoneyMattersUSA® with Fred SaideMoneyMattersUSA® with Fred Saide

Roth Conversions

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In Episode 156, Fred Saide discusses the world of Roth IRAs and the benefits of Roth conversions. He emphasizes that it makes sense to consider Roth conversions at any time, especially when tax rates are lower.  Saide also highlights the importance of tax diversification and the need to plan for future tax liabilities. He addresses the skepticism some CPAs and financial advisors have towards Roth IRAs and emphasizes the value of tax planning and reducing taxes throughout retirement. Saide encourages listeners to reach out for a no-obligation conversation to explore their options.  In the second segment, Fred tackles a Stump the Guru question about Roth IRAs.

Reach Fred at 800-593-8188.

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MoneyMattersUSA® with Fred Saide

Fred Saide discusses proper planning to and through retirement. His goal is to provide information  
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