#140 Tax Diversification and Asset Location with Steve Pitchford

November 6, 2018

On this show, we talked about building tax efficient and cost conscious portfolios with Steve Pitchford, CFP, CPA and Director of Tax and Portfolio Planning at Towerpoint Wealth.  Listen to learn about when a Roth IRA conversion might be a good strategy for you!

For the Difference Making Tip, scan ahead to 18:17.

You can learn more about Steve at TowerPointWealth.com, Twitter, Facebook and LinkedIn.

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