Roth conversion Archives - Powerhouse Financial Advisors

60, Retiring Soon, and Wondering About Roth Conversions
Gallery
60, Retiring Soon, and Wondering About Roth Conversions

Blog, Podcast

60, Retiring Soon, and Wondering About Roth Conversions

"I'm 60, probably retiring in 5-6 years, and I just [...]

By Walter|2026-09-30T00:20:28+00:00October 1, 2026|Blog, Podcast|Comments Off

Logo_VariedSizes_PrimaryLogo_Inverse_Large

Powerhouse Financial Advisors

(775) 266-8867

info@powerhousefa.com

1674 U.S. Hwy 395 N, STE 208,
Minden, NV 89423

Schedule an AppointmentSchedule an Appointment

Quick Links

Our StoryOur Story

Our ServicesOur Services

Southern California EdisonSouthern California Edison

San Diego Gas & ElectricSan Diego Gas & Electric

The Powerhouse PodcastThe Powerhouse Podcast

Get Your Free ToolkitGet Your Free Toolkit

PowerhouseFinancial_PrimaryLogo_Inverse

Powerhouse Financial Advisors

(775) 266-8867

info@powerhousefa.com

1674 U.S. Hwy 395 N, STE 208,
Minden, NV 89423

Schedule an AppointmentSchedule an Appointment

The Powerhouse PodcastThe Powerhouse Podcast

Quick Links

Our StoryOur Story

Our ServicesOur Services

Southern California EdisonSouthern California Edison

San Diego Gas & ElectricSan Diego Gas & Electric

Get Your Free ToolkitGet Your Free Toolkit

Powerhouse Financial Advisors, Inc. is a Registered Investment Adviser registered in the State of Nevada and other jurisdictions where required. Registration does not imply a certain level of skill or training. Advisory services are offered only where properly registered or exempt. The information on this site is for informational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This site is designed for U.S. residents only. Financial professionals may only conduct business with residents of the states for which they are properly registered and through affiliates through whom they are appropriately registered, licensed and approved to conduct business.

©2026. All rights reserved. Powered by Sharp Digital Marketing

Form CRSForm CRS

ADV Part 2ADV Part 2

Privacy PolicyPrivacy Policy

CFP DisclosureCFP Disclosure

Social Media DisclosureSocial Media Disclosure

Powerhouse Financial Advisors, Inc. is a Registered Investment Adviser registered in the State of Nevada and other jurisdictions where required. Registration does not imply a certain level of skill or training. Advisory services are offered only where properly registered or exempt. The information on this site is for informational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. This site is designed for U.S. residents only. Financial professionals may only conduct business with residents of the states for which they are properly registered and through affiliates through whom they are appropriately registered, licensed and approved to conduct business. Please note that not all of the products and services that may be mentioned are available in every state. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund’s prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Securities offered through Parsonex Advisory Services Inc. Member FINRA / SIPC.

©2026. All rights reserved. Powered by Sharp Digital Marketing

Form CRSForm CRS

ADV Part 2ADV Part 2

Privacy PolicyPrivacy Policy

CFP DisclosureCFP Disclosure

Social Media DisclosureSocial Media Disclosure