GDS Unplugged Podcast

What are Roth Conversions and When Do They Make Sense? [GDS Unplugged Ep. 1]

About This Episode: 
 
Roth conversions can be a useful strategy for optimizing your retirement savings and tax strategy, but they come with their own set of complexities. If you've ever wondered whether a Roth conversion is right for you, you're not alone.  
 
In this episode of GDS Unplugged, we dive deep into the intricacies of Roth conversions, breaking down what they are, why they matter, and how to determine if they're the right move for your financial future.  
 
Whether you’re a financial whiz or an investing novice, you’ll find insights that can help you make sense of your present and plan for your future. 
 
Disclosure:
GDS Wealth Management (“GDS”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. GDS does not provide tax or legal advice. You should contact your tax advisor, accountant, and/or attorney before making any decisions with tax or legal implications. This webinar contains general information that is not suitable for everyone and was prepared for informational purposes only. This webinar does not endorse any specific investment products, 401(k) plan providers, 529 plans, or financial institutions. The content is based on assumptions, theories, and principles that may not fully reflect an individual’s situation. Opinions and views reflect the judgment of the authors as of the publication date and are subject to change without notice. Past performance of any investment strategy or retirement plan features is not indicative of future results. Investments and retirement plan contributions may fluctuate, and there are risks associated with all retirement plan investments, including 401(k) plans and 529 plans. This webinar does not guarantee any specific financial outcome or return from participation in any retirement plan. Any discussion of taxes or tax advantages is based on current laws, which are subject to change. Listeners should verify the latest rules and limits for the current tax year.
For additional information about GDS, including its services and fees, material risks and firm’s disclosures, please visit https://www.gdswealth.com/disclosures.

GDS Unplugged Sneak Peek

Welcome to GDS Unplugged 
Launching officially on April 9th, GDS Unplugged is your go-to biweekly podcast for quick and insightful financial planning takeaways. Hosted by financial experts Glen Smith and Robert Casey, each short episode is designed to provide you with practical advice and strategies to help you navigate the complex world of personal finance. 
Available on YouTube, Apple Music, and Spotify, GDS Unplugged covers a wide range of topics, including: 
Roth conversions: Understanding the benefits and potential tax implications for your retirement savings. 
Market volatility: Why you shouldn't panic when the market drops and how to stay the course. 
Estate planning: What you need to know before it's too late to ensure your assets are protected. 
Advisor fees: Understanding the difference between fee-only and fee-based advisors and why it matters for your financial future. 
Whether you're nearing retirement, planning for your future, or simply looking to optimize your financial strategy, GDS Unplugged offers insights and actionable tips to help you make informed decisions. Join Glen and Robert as they share their expertise, answer listener questions, and provide real-life examples to guide you on your financial journey. 
Tune in to GDS Unplugged and take control of your financial future with confidence. Don't miss out on this opportunity to enhance your knowledge and achieve your financial goals. 
 
GDS Wealth Management (“GDS”) is an SEC-registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. GDS does not provide tax or legal advice. You should contact your tax advisor, accountant, and/or attorney before making any decisions with tax or legal implications. The information provided in this podcast is for informational purposes only and may not be suitable for all individuals. For additional information about GDS, including its services and fees, send for the firm’s disclosure brochure using the contact information contained herein or visit adviserinfo.sec.gov. To read a full list of material risks, please visit www.gdswealth.com/disclosures.