Behind the Scenes Look at How Money Experts Invest Their Money | Brian Portnoy

Behind the Scenes Look at How Money Experts I...

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What Is a Roth Conversion — And How Can You Do It Wrong?

Roth conversions sound smart. Tax-free growth, tax-free withdrawals later, more flexibility in retirement — what’s not to like? Well… the tax bill today. That part. In this episode, Shari Rash, founder of GWA Wealth, breaks down what a Roth conversion actually is, how it works, a ...  Show more

The Tax Strategy High Earners Are Missing: How to Stop Playing Defense With the IRS

Taxes are not just something you deal with once a year when it is time to file. For high earners, business owners, and investors, taxes are part of the bigger wealth-building strategy. In this episode, Shari Rash talks with CPA and tax strategist Catrina M. Craft about how to sto ...  Show more

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