Artwork for podcast The Wealth Cast
Roth IRA Conversions with Rachel Kieser - Ep 16
Episode 1618th November 2020 • The Wealth Cast • Charles P. Boinske
00:00:00 00:18:22

Share Episode

Shownotes

The current tax environment presents a unique opportunity for savvy personal investors to diversify their holdings and minimize their tax liabilities, especially given the uncertainty of future tax law. Chas Boinske and Pat Runyen talk with Rachel Kieser of Drucker & Scaccetti about the possibilities Roth IRA conversions may provide and discuss two example scenarios to help illuminate what might otherwise be a murky investment picture.

Get the full show notes and more resources at TheWealthCast.com

Follow

Links

Chapters

Video

More from YouTube