Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode, we explore the growing trend of Roth conversion annuities and how they can help you reduce your tax burden, lower Required Minimum Distributions (RMDs), and pass tax-free money to your beneficiaries.
You’ll learn:
Whether you’re planning for retirement or looking to optimize your financial future, this episode is packed with actionable insights to help you make informed decisions.
Tune in now and discover if a Roth conversion annuity is right for you!
