Go offline with the Player FM app!
Yes! We're still talking about Roth (and you should be too) with Jim Amerman
Manage episode 380570934 series 2940942
Summary: Roth may feel like a topic that has been done to death but we still constantly get questions from taxpayers AND financial advisors so we are back at it again. Steven is joined this week by Jim Amerman, a CFP whose near sole focus is helping people get Roth conversions done. Recommendations on Roth of course have to be client specific but lately it feels like there is more misinformation than good content out there on Roth so don't stop helping your clients understand and execute on this valuable opportunity. https://bit.ly/3RSsfCp
114 episodes
Manage episode 380570934 series 2940942
Summary: Roth may feel like a topic that has been done to death but we still constantly get questions from taxpayers AND financial advisors so we are back at it again. Steven is joined this week by Jim Amerman, a CFP whose near sole focus is helping people get Roth conversions done. Recommendations on Roth of course have to be client specific but lately it feels like there is more misinformation than good content out there on Roth so don't stop helping your clients understand and execute on this valuable opportunity. https://bit.ly/3RSsfCp
114 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.