26 minutes | Mar 15, 2021

Partial Roth Conversions after the SECURE Act with Desiree Buckner

Desiree Buckner from the Advanced Consulting Group joins the podcast to discuss the opportunity to that many financial professionals are now taking advantage of because of the SECURE Act - the partial Roth conversion. Get the details and hear an example. *The example cited at 21:09 is hypothetical and used to illustrate a partial Roth conversion.
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