Jim Fox talks about the pros and cons of Roth conversions and how he helps clients understand when a conversion is the right move. It's not a one-size-fits-all process, and Jim explains why on this week's episode.

Financial Straight Talk

To Roth or not to Roth - When does it make sense?

Jim Fox is the founder and president of Wadadli Financial Group in Melbourne, Florida. With over 20 years of experience in the financial industry, Jim stands out for his no-nonsense approach to helping his clients find solutions. On Financial Straight Talk, Jim brings some of the lessons he's learned to you, without confusing industry jargon or pushy sales tactics.

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Financial Straight Talk