Fred talks about strategies to consider in the financial red zone, 5-10 years from retirement.  He then discusses the advantages to consider when looking at the Roth IRA option.  In the Stump the Guru segment, Fred addresses a concern from a listener who asked their accountant if they should convert taxable IRA assets to a Roth.  They mentioned the accountant’s opinion of Roth as being inefficient.  Listen to Fred’s response. You can submit your question at www.moneymattersusa.net.  Just click podcast and the dropdown for Stump the Guru.

You can reach Fred Saide by calling 800-593-8188.

Money Matters USA