3 Roth Conversion Scenarios on a $5M IRA (The Results May Surprise You)
Book a 1:1 Call with me: https://calendly.com/d/cvvt-y8d-x9h ✅ Get Your Taxable Investor's Guide: https://www.quantitativefinancialstra... About Me: I’m Samuel Harnisch, a former All-American lacrosse player who transitioned my competitive edge into the world of finance. I graduated with a degree in finance and data analytics and went on to earn a Master’s in Applied Quantitative Finance. I hold both the CFA and CFP® designations, which highlight my expertise in investment management and financial planning. After starting my career at PIMCO, managing assets for global institutions, I moved to a multifamily office, where I helped families with $10M to $100M in assets. I’m passionate about making finance simple and empowering people to achieve financial independence. Disclaimer This Video is solely for informational purposes and is not offering advisory services or sales of securities. Investing involves risk and possible loss of principal. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. There can be no assurance that an investment strategy will be successful.
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