If you’ve been following the podcast, you’ve likely heard us talk about Roth conversions many times. At SHP, we use Roth conversions as a tool on a daily basis. But it ...
You’ve had a successful career, you’ve invested well, and you have everything you need to live comfortably in retirement. Sounds perfect, right? While that would be a dream scenario for some, ...
At SHP Financial, we help our clients with many common or technical questions such as, “What is a required minimum distribution?” or “What’s a Roth conversion?” However, one of the most ...
