Frank and Frankie dive into the realm of Roth conversions and year-end tax strategies, sharing their personal experiences on how these types of efforts can benefit retirement plans.
Discover how converting your pre-tax accounts to after-tax Roth accounts could help transform your financial landscape. Whether you're approaching retirement or already reveling in it, this episode breaks down the opportunities and benefits of strategic tax planning.
Unwrap the gift of financial wisdom! Visit A Better Way Financial.com and begin your planning today.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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