Podcast: Roth Conversion Tax Strategy and the 5-Year Rule
Today I’m talking about the Roth conversion tax strategy and addressing the 5-year rule for Roth conversions and withdrawals.
Eric Maldonado, CFP®, MBA
Owner, Aquila Wealth Advisors, LLC
(805)250-4552
info@aquilawealth.com
872 Higuera St, San Luis Obispo, CA, 93401
https://www.aquilawealth.com/
Disclosure: Aquila Wealth Advisors, LLC is a registered investment advisor in the state of CA, LA, and in other jurisdictions where exempt. All content on this podcast is for information purposes only. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.
