Tune in to learn more about the Secure Act 2.0!Click here to schedule your FREE consult with our awesome team of CFP®sHere is access to Craig’s first book, Paying the Piper.Here is a link to Craig’s most recent book, Roth Conversion Secrets.
Click here to schedule your FREE consult with our awesome team of CFP®sDownload your copy of Paying the Piper here!Episode: Four Reasons NOT to do Roth ConversionsTune in as we discuss:Mid 70sUnder 59Modest IRA balancesAmount in annuitiesBonus: Three false factorsThanks for listening!
Click here to schedule your FREE consult with our awesome team of CFP®s.Episode: A day late and a dollar short in Roth ConversionsTune in as we discuss:Benefits of Roth ConversionsMisconceptions about Roth ConversionsOptimal OutcomesThanks for listening!
