Skip to main content

Schultz Wealth Management

404.926.2010 Client Login

Home
Who We Are
What We Do
News & Commentary
Events

Schultz Wealth Management

Home
Who We Are
What We Do
News & Commentary
Events

Client Login 404.926.2010 Contact Us

Breadcrumb

Home
News & Commentary
Client Video Resources
Legacy planning and Tax Efficiency: Roth Conversion

Legacy planning and Tax Efficiency: Roth Conversion

Learn how a Roth conversion works and whether it could fit into your retirement strategy.

00:00 / 00:00

Request More Information

Preferred Communication Method

Phone

Email

I consent to allowing Schultz Wealth Management to send me text messages on behalf of Janney Montgomery Scott LLC and agree to terms of service.

Leave this field blank

Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

©2026, Janney Montgomery Scott LLC
Member: FINRA, NYSE, SIPC
Client Login

Securities and Investment Advisory services offered through Registered Representatives and Investment Adviser Representatives of Janney Montgomery Scott LLC, a Registered Investment Adviser.

This website is only intended for clients and interested investors residing in states in which the Financial Advisor is registered. Janney Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed. Not all of the securities, products and services mentioned are available in every state or jurisdiction. Please visit FINRA Brokercheck at https://brokercheck.finra.org/ to verify a Financial Advisors registration information.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

For more information on the scope of consideration for referenced industry awards or accolades on this site, please visit Janney.com/awards-disclosures.