🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
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🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
The Financial Harmony™ Podcast
11 minutes
2 months ago
Stop! Don’t Convert to Roth Until You Watch This (or you’ll overpay)
Ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ - Roth conversions can be a tax win - or an expensive mistake. In this episode, Dr. Preston Cherry (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) shows exactly when conversions work, when they don’t, and how to size yours without tripping Medicare IRMAA, ACA subsidy cliffs, or phaseouts. You’ll learn the “retirement tax valley” timi...
The Financial Harmony™ Podcast
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
