Roth Conversions: Pay Now, Save Big Later?
Update: 2025-09-23
Description
Would you pay more taxes now to secure a tax-free retirement? JoePat Roop breaks down the real math behind Roth conversions, exposes common annuity myths, and explains how to build guaranteed income for life. Learn why timing, tax brackets, and the right annuity choice matter—and how to avoid costly mistakes. Get clear, practical advice to protect your savings and create lasting financial security.
For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
Comments
In Channel