NEW TOAST TO RETIREMENT Episode OUT NOW! EPISODE #7 | Roth Conversions

Ever wondered if a Roth conversion is right for you? 🤔

In this episode of Toast to Retirement, we break down how it works, when it makes sense, and how it can help you build a tax-free retirement income stream. 🎧

At McCarthy & Cox, we know that education and understanding are key factors in planning the best possible financial future for you and your family. We hope to cover topics that address many of our services, such as retirement planning and welcome experts to share about topics such as estate planning. Join as we Toast to Retirement and learn about topics that are important to you as you approach or enjoy retirement.

Have an idea for a future topic? Tell your advisor or let us know at info@mccarthyandcox.com.

Check it out, share and listen where you enjoy your favorite podcast!

WHAT YOU MAY HAVE MISSED
4th Annual MAIZE Client Appreciation Event

The 4th Annual Client Appreciation Event at The Maize was a tremendous success, with nearly 450 clients and their families in attendance. While the rain threatened to impact the evening, it cleared just in time for everyone to enjoy a fantastic night of fun, food, and entertainment.

Thank you to everyone who joined us—we were thrilled to celebrate you and show our gratitude for the opportunity to serve you.

Check out the quick highlight video below!

Advisory services offered through McCarthy & Cox, a Registered Investment Adviser.