Clearwater Financial Group - Michael Masor Host of Safe Money Radio Houston

Roth conversions warrant careful consideration. I continue to believe an optimal strategy exists for Roth conversions.

https://youtu.be/jHyShcYCxtc

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Q: What’s the fastest way people accidentally overpay for Medicare coverage?

A: Choosing a plan based only on the monthly premium. The better question is total yearly cost, including prescriptions, copays, networks, and out-of-pocket limits. Use the comparison checklist on our website: https://www.clearwaterfinancialgroup.com/

Roth conversions are still a widely used planning move in 2026, and they’re getting even more attention because “Roth” is becoming more central across retirement rules and plan features. My article about Roth conversions - https://clearwater.reliablereads.com/ - gives you a lot of information.

Any questions - just call or email. My info is at the bottom of the article.

New week. New chances. Same coffee dependency.
Let’s keep it simple.

What’s one thing you’re starting fresh today?

What’s one thing you’re not carrying into this week?

Clearwater Financial Group on the Radio

Clearwater Financial Group brings you weekly radio segments packed with fresh insights, helpful strategies, and experienced perspectives to help you make smart decisions about your money and future. Tune in and hear Michael Masor’s retirement planning guidance and answers to your most pressing financial questions.
For stations and times:
https://clearwaterfinancialgroup.com/media/

Media | Clearwater Financial Group, TX Tune into Clearwater Financial Group’s radio appearances every week for informative and entertaining content from Michael Masor.

Here is an article of mine to help you understand the required minimum distributions to get you ready for the end of the year.

https://clearwater.reliablereads.com/article/understanding-required-minimum-distributions

Understanding required minimum distributions (RMDs) is crucial for effective retirement planning. This article breaks down the essentials, ensuring you're well-prepared as the year comes to a close. Don't miss out on this important financial information!

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