Strategic Roth Conversions: Asset Location & Roth Conversions

👉 Watch Now: “Strategic Roth Conversions – Asset Location & Roth Conversions”

In our latest video, Brayden Thomas explains:

• • • • • • • Learn the differences between taxable, tax-deferred, and tax-free accounts
            • Discover which types of investments work best in each account type
            • See how strategic Roth conversions can reduce taxes and build tax-free growth
            • Find out how this ties into your legacy and long-term retirement goals

In the final video of our Roth Conversion Planning Series, Associate Advisor Brayden Thomas explains how asset location — the strategy of placing the right investments in the right accounts — can enhance the long-term benefits of a Roth conversion.

Don’t miss next week’s blog article, where we recap all the key takeaways from this 4-part video series!

👉 Ready to align your portfolio with a smarter Roth strategy?  Schedule a Conversation Today!

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