In this conversation, Adam Muller discusses the topic of Roth conversions and the role of Roth IRAs in estate planning. He explains that a Roth IRA allows for tax-free growth and withdrawals, making it a popular choice for retirement savings. However, he notes that Roth conversions may not be suitable for everyone and depend on factors such as age, income, and tax brackets. Adam also highlights the importance of family and estate planning, emphasizing the need to plan for the future and protect assets. He emphasizes the importance of education, transparency, and communication in his practice. Adam discusses the top financial goals for most Americans, including maintaining a lifestyle in retirement and creating a guaranteed lifetime income. He offers a free, no-obligation financial review for those with $200,000 or more saved for retirement.
Reach out to Adam at 800-467-0737 or https://myajmfinancial.com
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