A client calls Paul unsophisticated because he doesn’t actively use a specific Social Security analysis software or push clients to do Roth conversions. The reality is that Roth conversions are a huge marketing tool for companies. Investors love the idea of making a sophisticated tax move, but Roth conversions don’t make sense in every situation. Listen along as Paul shares five compelling reasons not to flip your traditional IRA into a Roth IRA.
Later in the episode, Paul shares another strategy marketed to investors that seems sophisticated but earns a large commission for the salesperson.
Want to cut through the myths about retirement income and learn evidence-based strategies backed by over a century of data? Download our free Retirement Income Guide now at paulwinkler.com/relax and take the stress out of planning your retirement.
This material is for general educational purposes only and is not personalized investment, financial, tax, or legal advice. Past performance does not guarantee future results. Nothing here is an offer, solicitation, or recommendation for any security or strategy. All financial decisions involve risk, and you should consult qualified professionals before acting on this information.
Advisory services offered through Paul Winkler, Inc., an SEC-registered investment adviser.
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