Charisse gets real with her listeners!

Charisse Rivers of Zinnia Wealth Management gets indepth on tax planning and answers real  questions her listners ave asked, such as:

• How can planning help reduce the overall tax burden in retirement?
• Should you consider converting to a Roth IRA?
• Is it a good idea to use money from a 401(k) to pay the taxes from that conversion? 

💬 Engage, Share, and Learn with Charisse and her team at Zinnia Wealth Management:

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