December 9, 2020 • 35 mins
Is your retirement plan set up so that you know that your money will last in a tax-favored way? In this episode, Matt Halloran speaks with Kelly L. Boyd, AIF®, a trusted financial planner with InvestWise Financial LLC, as she shares her expertise on Roth conversions. Kelly discusses some of the challenges that clients face … Continue reading The Advantage of Roths In Your Portfolio — With Kelly Boyd →
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