Roth Conversion Strategy for Estate Planning

When you're in your fifties, maybe even approaching sixties, and you i have no money an after tax, meaning just a brokerage account. So if i want to pay cash for that car, i've got millions of dollars over here canget. I don't has access to anything i can get my hands on. This is the value of maybe it's time to go seec seek the help of a professional. It's because this is exactly what we do as try to help our clients navigate how much is too much.