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Yes! We're still talking about Roth (and you should be too) with Jim Amerman

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Manage episode 380570934 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis 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.

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

  continue reading

114 episodes

Artwork
iconShare
 
Manage episode 380570934 series 2940942
Content provided by Prajin and Steven Jarvis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Prajin and Steven Jarvis 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.

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

  continue reading

114 episodes

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