Should Your Clients Consider a Roth Conversion | Selling Life & Annuities

#insurancefmo #insuranceagent #medicaretraining In this episode, we delve into Roth conversions, simplifying the process of moving funds from an IRA to a Roth IRA, discussing tax implications and the allure of tax-free growth. Explore the appeal of Roth IRAs, despite contribution limits and age constraints, and grasp the mechanics of conversions with advice on working alongside tax professionals. Learn the significance of the "5-Year Rule" for Roth IRA withdrawals. Reach out to our experts for tailored guidance and strategies, and be sure to subscribe for more financial insights. Follow our NEW podcast! Spotify - https://open.spotify.com/show/2P3sBid... Google Podcasts - https://podcasts.google.com/feed/aHR0... YouTube : https://www.youtube.com/user/GordonMa... KEEP UP TO DATE!!! Follow us on social media. Facebook:   / gordonmarketing   LinkedIn:   / gordon-marketing   Instagram:   / gordon.marketing   Twitter:   / gordonmarketing   Produced by Family Goat Multimedia Studio Gordon Marketing 20236 Hague Rd Noblesville, IN 46062 www.GordonMarketing.com (800) 388-8342