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Case Study: Roth IRA Retirement Income Strategy
Manage episode 419436205 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA.
Read the Article: https://www.henssler.com/from-ira-to-roth-strategic-conversions-for-tax-efficient-retirement
658 episode
Manage episode 419436205 series 12842
Text us your financial questions!
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA.
Read the Article: https://www.henssler.com/from-ira-to-roth-strategic-conversions-for-tax-efficient-retirement
658 episode
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