Jul 25, 2022
Prescribing a Roth to reduce Pre-Medicare Premiums – or maybe eliminate the cost all together.
Listen to David as he discusses a real-life scenario where a client saved money doing this exact thing!
Jul 18, 2022
Am I too OLD to do a ROTH Conversion?
Think again.
Join David as he describes why you're NEVER too old for
conversions.