The Life & Finances Together Podcast
Life & Finances Episode 9: The Dos & Don'ts of Roth Conversions
October 24, 2024
In this episode of the Life & Finances Together Podcast, Roger and Jake address some of the things that investors could miss when deciding to do a Roth conversion and why it's so important to do the math.
Welcome to the Life and Finances Together Podcast brought to you by the team at Rinvelt & David. We’re here to discuss the financial topics that mean the most to you with the signature candor, humor, and expertise that Roger David and Jacob Rinvelt have c
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