Stay Wealthy San Diego

Today I’m kicking off a 2-part series on Roth conversions. Specifically, here in part one, I’m breaking down: What a Roth conversion is How a Roth conversion works Why Roth conversions are so popular If you’re ready to master the basics of Roth conversions, today’s episode is for you. Want to learn more about our new one-time retirement & tax planning service? Click here to learn more about The Define Retirement® PLAN. For the episode show notes and links, click here.