MBK Beat Ep. 11 | Case Example Breakdown Series | Qualified Plan & IRA Conversion Strategies

In the 11th episode of the MBK Beat, we introduce our first new case example breakdown! You can learn the intro to the 10 plays of the playbook by going back and listening to any of the first 10 episodes, as now we start to give real life John Doe examples of the plays. 

In this episode we talk about IRA Conversion Strategies to help earn you tax-efficient income at retirement. If you have a traditional IRA or Roth IRA, we have a policy that will really help by converting to enhance your returns. 

Hear Mark breakdown every step of the program, and be sure to check out the video on YouTube to see everything Mark is demonstrating!