Case Study: Roth IRA Retirement Income Strategy
- Author
- Henssler Financial
- Published
- Tue 21 May 2024
- Episode Link
- None
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
