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Unlocking the Power of Roth Conversions

Unlocking the Power of Roth Conversions

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Logan Marcus and Don Spini discuss the importance of Roth conversions in retirement planning. They explain how Roth conversions can provide tax-free growth and greater control over retirement income. The discussion emphasizes the need for strategic planning to minimize tax liabilities and maximize financial freedom. They also highlight the significance of having a comprehensive income plan that accounts for various factors such as taxes, market risks, and healthcare costs. The conversation concludes with a focus on the role of financial advisors in helping clients navigate these complexities and the benefits of creating a tailored income strategy for retirement.

Reach Logan and Don at #250. At the prompt say "Sun Valley Wealth"

Sun Valley Wealth

www.sunvalleywealth.com

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