PODCAST EPISODE 190: COVID CARES Act Roth Conversation + What We Learned From Trump’s Tax Returns


If you had an opportunity to use the IRS’s money to reinvest in a Roth would you take it? Of course! That opportunity is here. Paul and Cory discuss on a part of the CARES Act that allows you access to your 401k or IRA penalty-free.


  • 00:00 – Special welcome message
  • 00:30 – Show starts
  • 01:05 – Paul welcomes listeners
  • 03:00 – What’s in the news today
  • 05:29 – Where the tax brackets have been
  • 08:10 – The new Sound Financial Group CFS (COVID Financial Strategy)
  • 11:50 – What qualifies you for the first strategy
  • 15:20 – Our unique Roth conversion
  • 22:05 – Reaching out for assistance
  • 24:36 – Why big-box retailer isn’t using this strategy
  • 26:00 – Paul’s encouragement to the listeners
  • 28:15 – Wrapping up the episode
  • 29:01 – Show ends, thank you for listening



Access to our Covid Related Roth Conversion Strategy

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Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

Full Episode Transcription



Transcribed by https://otter.ai


This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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Podcast production and show notes by Greater North Productions LLP

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