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Roth Conversions - October 4th

Roth Conversions - October 4th

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 This week we explores how Roth conversions can play a key role in retirement planning and why converting traditional retirement savings to a Roth account may reduce future taxes, how timing impacts the strategy, and how it fits into a broader retirement plan alongside income, healthcare, and estate considerations.

Disclosure: Nicholas Wealth offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”).  SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. Securities are offered through World Equity Group, Inc., member FINRA and SIPC.

In this week’s episode of Retire Ready, David Nicholas breaks down the essential elements of a complete retirement plan. Learn how to coordinate your investments, manage risk, and create predictable income for the future — all while finding smarter ways to reduce taxes and preserve your wealth.
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