Financial Wise - Episode 3: Roth Conversions

Suzette Porter and Julia Hummel of Capstar Financial offer expert guidance on Roth conversions, helping clients move funds from traditional IRAs to Roth IRAs for future tax-free withdrawals. Their thoughtful approach ensures retirees can lower future taxes, reduce required distributions, and protect their financial legacy, all while avoiding costly mistakes. https://financialwisepodcast.com/