Purpose Driven Finances
Your Retirement Plan: Rollover and Roth Conversion Guidance
29:50
Air Date: April 11, 2026
KEY TAKEAWAYS
A Rollover Is a Structural Decision—Not a Form.
Where your money sits determines how it can be positioned, managed, and protected. This is architecture, not administration.
The Cost vs. Capability Wedge Matters More Than Fees Alone.
Costs may rise after a rollover—but the real question is whether you gain better positioning, better decisions, and…