facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Roth Conversions with Linda Grant Smith

Podcasts

In this episode, Tricia and Teri speak with Linda Grant Smith, CPWA, CFP, who is a Regional Financial Planner with Baird. Listen as the three define and discuss various details of Roth Conversions and how they may benefit your overall financial plan.



Check the background of this firm/advisor on FINRA’s BrokerCheck.