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Trump Accounts and the Roth Conversion Opportunity Nobody Is Talking About

Trump Accounts and the Roth Conversion Opportunity Nobody Is Talking About
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Ep. 6: 3 Ways To Get A High ROM – A Return On Your Memories

6.3.2024

Summary In this episode of Healthy and Wealthy Retirement, Mark Struthers discusses the concept of Return on…

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Keystone Activities and Their Role In A Happy Retirement

4.13.2024

SummaryIn this conversation, Mark Struthers discusses the importance of holistic retirement planning, emphasizing the role of keystone…

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Sona Financial, LLC (d.b.a Sona Wealth, Sona Wealth Advisors, and Sona Wealth Management) is a registered investment adviser (RIA) offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Sona in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Sona unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.