by Mat Sorensen | Jun 27, 2024 | Blog
So, you’ve decided to commit to a Roth conversion. Before you begin submitting your requests to your current custodian, there are a few things to know. There is a right way and time to do a Roth conversion. When you decide to do a conversion, you want to do it...
by Mat Sorensen | Jun 20, 2024 | Podcast
Avoid THESE 5 Roth IRA Conversion Mistakes In today’s video, I breakdown 5 common mistakes I see people make with Roth IRAs. Don’t make these mistakes or you’ll end up losing out on more money at retirement. Comment down below your thoughts on Roth...
