Tax Efficient Roth Conversions?

If you are over the 59.5 age threshold and are looking to convert some of your IRA funds to Roth, you may be interested in one I found that also saved about 70% on the taxes!

Accredited investors likely already heard of these strategies from your registered advisor, but if not, they are worth learning about. Saving taxes in retirement is a key strategy!

Feel free to investigate further with a quick intro call: www.calendly.com/southard/15min