Roth IRA Opportunity
Podcasts > My Money Is Safe
Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.
Saturday, January 17, 2026
Is now the best time to convert your IRA to a Roth? In this episode of My Money Is Safe with Greg Elie, hosts Greg Elie and Patti Jaynes break down a time-sensitive Roth conversion strategy that may allow retirees and high-income earners to move qualified money into tax-free accounts while potentially offsetting the tax bill. Greg explains why the years ahead could represent a limited planning window, how updated Roth contribution and catch-up rules come into play, and why market highs may present an ideal moment to rebalance and reallocate. From inflation concerns and income planning to Roth conversions and tax-free retirement buckets, this episode delivers practical insights for those who want to reduce future tax exposure and create more predictable, long-term income. To learn how these strategies may apply to your situation, visit mymoneyisafe.com or call the Prosperity Group at 800-808-5514 to schedule a conversation with the team.
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