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Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated?
In this episode of Money Matters, Scott and Pat dive into a $5M client case study on the hidden dangers of stock concentration and explain why a $1.5M Roth conversion might be your smartest tax move. They also tackle dir...
About This Episode
Roth Conversions & The $5M Case Study: Is Your Portfolio Too Concentrated? is an episode from Allworth Financial‘s Money Matters by Allworth Financial. In this episode of Money Matters, Scott and Pat dive into a $5M client case study on the...
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This episode belongs to Allworth Financial‘s Money Matters.
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Published Jul 4, 2026, 39:59 long, audio available.
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