Super ROTH Strategy

February 28, 2026

Join us for today’s podcast as Crystal discusses the strategy of mega Roths, which allows individuals to convert their existing 401k or 403b accounts into a Roth account. She will explain the three steps involved in this process and also emphasize that this strategy is not suitable for everyone and should be considered in conjunction with a holistic financial plan.  Is the Super Roth Strategy right for you?  Tune in and find out….

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