facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Roth IRAs and Roth Conversions With Ed Fulbright and Markeith Gentry On Mastering Your Money Radio Thumbnail

Roth IRAs and Roth Conversions With Ed Fulbright and Markeith Gentry On Mastering Your Money Radio

Ed Fulbright, CPA, PFS


We’re going to talk about Converting IRAs To Roths. You know, a lot of people have a plan for accumulating money for retirement, but far too often, that’s where the planning stops. That’s not good enough. The reality is that a sound distribution strategy—in other words, a plan for taking money out of your retirement accounts—is just as important as accumulating funds, if not more so. As a CPA, I am on the front line in this battle against needless taxation, and you see firsthand the damage that occurs when clients get it wrong. With that in mind, today we’re going to talk about Converting IRAs to Roth IRA

 

Joining us for this discussion on Converting IRAs to Roth IRA is  Markeith Gentry who is the station’s Production Assistant and makes sure Mastering Your Money is available to our listeners.  Welcome back to Mastering Your Money, Markeith Gentry