Mar 23, 2021

On today's show, we are going to discuss the difference between a rollover and a transfer, and if you think that's a boring topic, you might be right.,

However, it is an extremely important topic because if you do it wrong, the IRS can levy some large tax penalties. Let’s deconstruct the difference between rollovers...

Mar 17, 2021

Welcome to episode 48 of the fiscal blueprint podcast! Today we are going to talk about the Ins and outs of Roth conversions and answer a few questions such as: What is the purpose of a Roth conversion? How does it benefit you? And what are the pros and cons of completing a Roth conversion?

Disclaimer: Please do not...