July 15, 2022

Interview with Jay Tompkins, CPA

Interview with Jay Tompkins, CPA

Click here to schedule your FREE consult with our awesome team of CFP®s

Download your copy of Paying the Piper here!

Episode:  Interview with Jay Tompkins, CPA

Tune in as we discuss:

👉 Why most advisors and CPAs don't 'get' aggressive Roth conversion philosophy, and

👉 How your future RMDs impact your tax return in several ways, and

👉 Why RMDs grow to be so much over time.

Thanks for listening!