• Case Study: Roth IRA Retirement Income Strategy

  • May 21 2024
  • Length: 12 mins
  • Podcast
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Case Study: Roth IRA Retirement Income Strategy

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  • Summary

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    Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Senior Associate Logan Daniel, CFP®, CRPC®, to discuss a strategy for retirees that allows them to generate tax-free income from their Roth IRA.

    Read the Article: https://www.henssler.com/from-ira-to-roth-strategic-conversions-for-tax-efficient-retirement

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