The Importance of Considering a Roth Conversion Strategy

A Roth conversion strategy could lead to major tax savings- and may be one of the most important pieces of your retirement plan. This week on RetireReady, David Nicholas breaks down the power of tax planning and why Roth conversions may be worth considering.

The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Nicholas Wealth Management is an independent financial services firm and uses a variety of different investment strategies. This is prepared for informational purposes only. It does not address specific investment objectives or the financial situation and the particular needs of any person who listens to this show.

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