• Understanding Roth Conversions

  • Apr 15 2025
  • Length: 17 mins
  • Podcast

Understanding Roth Conversions

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  • Summary

  • In this episode, John Blanchard discusses the importance of personalized retirement strategies, the implications of investment comparisons, and the benefits of Roth conversions. He emphasizes the need for tailored financial planning based on individual risk profiles and long-term goals, while also addressing tax strategies to maximize wealth retention.

    Like what you hear? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!

    See omnystudio.com/listener for privacy information.
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