Roth Conversion Strategies: Build Wealth for Your Family, Not the IRS
Update: 2025-05-28
Description
Most people think Roth conversions are just a retirement tax move. In reality, they can be one of the most powerful estate planning tools available. In this episode, we break down how a well-timed Roth conversion can help your family avoid a massive tax bill, and why paying a little now could save your family a lot later. If you’re serious about leaving a legacy (not a tax mess), this one’s for you.
Full show notes: https://www.bonfirefinancial.com/roth-conversion-strategies
To learn more about Bonfire Financial, please visit: https://www.bonfirefinancial.com
Disclosure: https://www.bonfirefinancial.com/disclosure
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