Artwork
iconShare
 
Manage episode 514948531 series 3561329
Content provided by Impact Partnership and Abe Ashton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Abe Ashton 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.

Are Roth conversions really the golden ticket for your retirement—or could they push you into a costly tax trap? In this episode, Abe Ashton and Ethan break down the complexities of Roth conversions, reveal why the “big, beautiful bill” isn’t a one-size-fits-all solution, and explore new portfolio strategies like the 50-30-20 mix. Plus, learn who should—and shouldn’t—consider private equity in their 401(k).

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com

See omnystudio.com/listener for privacy information.

  continue reading

191 episodes