David Belisle discusses how converting traditional retirement accounts to Roth accounts the wrong way can negate their benefits. David shares how mistakes can hurt someone’s tax bracket (and increase their taxes), can raise the Medicare premiums, and how some advisors have incentive not to share these dangers with people. David tells a story of a client who got slammed with taxes by doing this the wrong way and how Paramount Financial can holistically help people in retirement planning.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get Your Tax and Investment Roadmap. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

FB: https://www.facebook.com/paramountfinancialma/

David Belisle discusses how converting traditional retirement accounts to Roth accounts the wrong way can negate their benefits. David shares how mistakes can hurt someone&rsquo;s tax bracket (and increase their taxes), can raise the Medicare premiums, and how some advisors have incentive not to share these dangers with people. David tells a story of a client who got slammed with taxes by doing this the wrong way and how Paramount Financial can holistically help people in retirement planning.
Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get Your Tax and Investment Roadmap. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.
FB: <a href="https://www.facebook.com/paramountfinancialma/">https://www.facebook.com/paramountfinancialma/</a>

Grab your headphones and get ready to learn how to build and protect your wealth. Paramount Financial presents: The Money Club. Hosted by David Belisle, The Money Club is your go-to resource for tips on navigating market risk, wealth transfer, thoughtful savings strategies, and more.

On each new weekly episode, you’ll hear insightful tips based on the financial strategies that the country’s wealthiest people have followed for decades. Wherever you are on your wealth-building journey, press play now for informative, relevant, and entertaining financial news that goes wherever you do.

Welcome to The Money Club!

Grab your headphones and get ready to learn how to build and protect your wealth. Paramount Financial presents: The Money Club. Hosted by David Belisle, The Money Club is your go-to resource for tips on navigating market risk, wealth transfer, thoughtful savings strategies, and more.
On each new weekly episode, you’ll hear insightful tips based on the financial strategies that the country’s wealthiest people have followed for decades. Wherever you are on your wealth-building journey, press play now for informative, relevant, and entertaining financial news that goes wherever you do.
Welcome to The Money Club!

The Money Club

Grab your headphones and get ready to learn how to build and protect your wealth. Paramount Financial presents: The Money Club. Hosted by David Belisle, The Money Club is your go-to resource for tips on navigating market risk, wealth transfer, thoughtful savings strategies, and more.
On each new weekly episode, you’ll hear insightful tips based on the financial strategies that the country’s wealthiest people have followed for decades. Wherever you are on your wealth-building journey, press play now for informative, relevant, and entertaining financial news that goes wherever you do.
Welcome to The Money Club!

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