Old Fashioned Finance
Old Fashioned Finance
Blue Jay Financial Group
Sazeracs and Roth Conversions
55 minutes Posted Nov 17, 2021 at 6:00 am.
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The Drink: The Sazerac

The Topic: Roth Conversions
The Sazerac is a classic N’awlins drink with a rich history. The Roth IRA is a classic way to establish a rich future. This week, Jason and Caleb talk about the importance of developing a strategy for converting traditional retirement assets into Roth assets. They’ll talk about the pros of executing these conversions successfully, and the cons of messing it up. Get ready to work that tax code, folks!