Jun '23 • General discussion
July 10th - First Roth Conversion call with Darren S., Jason and a CFP
It wasn't the hip surgery that slowed me down, it was all the medications I was on!
Well, my head is no longer foggy and I am ready to see what Darren and Jason present to my contact for his client that has a $3million dollar IRA, and 4$M liquid net worth, and wants to convert the IRA to a Roth.
TBC..........
6
4 comments
July 10th - First Roth Conversion call with Darren S., Jason and a CFP