Understanding Roth Conversions
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Understanding Roth Conversions
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About this listen
In this episode, John Blanchard discusses the importance of personalized retirement strategies, the implications of investment comparisons, and the benefits of Roth conversions. He emphasizes the need for tailored financial planning based on individual risk profiles and long-term goals, while also addressing tax strategies to maximize wealth retention.
Like what you hear? Get a second opinion on your current retirement plan or a tax strategy by contacting Matthew James Tax and Wealth Management today!
See omnystudio.com/listener for privacy information.
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.