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Episode 205 - Ten Tips For Building A Secure Retirement Plan

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Manage episode 388120957 series 1395348
Content provided by Secure Money Advisors and Brian Quaranta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Secure Money Advisors and Brian Quaranta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
This week on On The Money with Secure Money, Brian Quaranta shares ten valuable tips for people hoping to secure their retirement in uncertain times. *A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.
  continue reading

215 episodes

Artwork
iconShare
 
Manage episode 388120957 series 1395348
Content provided by Secure Money Advisors and Brian Quaranta. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Secure Money Advisors and Brian Quaranta or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
This week on On The Money with Secure Money, Brian Quaranta shares ten valuable tips for people hoping to secure their retirement in uncertain times. *A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.
  continue reading

215 episodes

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