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My Money Is Safe with Greg Elie

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Caroli 
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Is now the best time to convert your IRA to a Roth? In this episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes break down a time-sensitive Roth conversion strategy that may allow retirees and high-income earners to move qualified money into tax-free accounts while potentially offsetting the tax bill. Greg explains why the years ahead could represent a limited planning window, how updated Roth contribution and catch-up rules come into play, and why market highs may present an ideal moment to rebalance and reallocate. From inflation concerns and income planning to Roth conversions and tax-free retirement buckets, this episode delivers practical insights for those who want to reduce future tax exposure and create more predictable, long-term income. To learn how these strategies may apply to your situation, visit mymoneyisafe.com or call the Prosperity Group at 800-808-5514 to schedule a conversation with the team.

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My Money Is Safe

Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insur 
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