Retiring Well with Dave Solomon-Roth Conversions-November 8, 2025

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Retiring Well with Dave Solomon-Roth Conversions-November 8, 2025

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On this week's "Retiring Well" with Dave Solomon, Dave & Mark talk about Roth Conversions. Strategic retirement planning means thinking about taxes year-round. One of the most powerful tools in your retirement tax planning toolkit is something called a Roth conversion - essentially moving money from your traditional IRA or 401(k) into a Roth IRA.

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

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