Simplifying Roth Conversions and Tax Planning Strategies

Sometimes we can get caught up in our own heads in a way that keeps us from focusing enough on the end client delivery. So today, Matthew and Micah share how they have gotten caught up on their own ideas and discuss how this often happens when it comes to Roth conversions—and what to do about it. Listen in to hear how they navigate this issue, what kinds of communication methods help, and what you can do to ensure clients are better prepared to take advantage of Roth conversions.

When clients sit down and hear you recite everything you know about this topic, there will certainly be less understanding than if you knew how to communicate the idea succinctly and purposefully to them. Don't miss the guys' tips on how to do this more effectively and how to help clients make the most educated and informed decisions. You'll also learn why less is often more, how to not overcomplicate things, and where many advisors screw things up. Throwback: Roth Conversions [Episode 248] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn | Twitter - Retirement Tax Services - Estate Planning Masterclass