Aquila Wealth Advisors, LLC

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Podcast: Roth Conversion Tax Strategy and the 5-Year Rule

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Roth Conversions and the 5 Year Rule Eric Maldonado, CFP®, MBA, Aquila Wealth Advisors, LLC, San Luis Obispo, CA

Today I’m talking about the Roth conversion tax strategy and addressing the 5-year rule for Roth conversions and withdrawals.

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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.