Stay Wealthy San Diego

Today I'm tackling part two of our series on Roth conversions. Specifically, I'm sharing: How to determine if a Roth conversion makes sense A Roth conversion case study Common mistakes + pitfalls to avoid If you're ready to master Roth conversions and take control of your tax bill, you're going to love today's episode. 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.