Retirement Expert Reveals Key to Couple’s Financial Success Through Roth Conversions
AUSTIN, Texas – In the realm of retirement planning, one expert laid out a blueprint for financial prosperity for a particular couple. James Conole, a Certified Financial Planner (CFP) and YouTuber, is renowned for educating his audience on money management strategies. Recently, Conole delved into the intricacies of a Roth conversion to shed light on how a couple, named David and Lisa, could potentially bolster their savings. David, 58, and Lisa, 57, have aspirations to …