It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Is it Time for a Roth Conversion?
MP3•Episode home
Manage episode 430729003 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
With the provisions of the Tax Cuts and Jobs Act set to sunset at the end of 2025, Americans are taking a closer look at their tax deferred retirement accounts and how they can act now to minimize their lifetime tax bill. Donna discusses three things you should think about if you are considering a Roth conversion to get ahead of expected tax increases. Also on MoneyTalk, inheriting money, and Stock Trivia: Two Truths and a Lie.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
…
continue reading
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
34 episodes
MP3•Episode home
Manage episode 430729003 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
With the provisions of the Tax Cuts and Jobs Act set to sunset at the end of 2025, Americans are taking a closer look at their tax deferred retirement accounts and how they can act now to minimize their lifetime tax bill. Donna discusses three things you should think about if you are considering a Roth conversion to get ahead of expected tax increases. Also on MoneyTalk, inheriting money, and Stock Trivia: Two Truths and a Lie.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
…
continue reading
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 7/23/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.
34 episodes
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