As you look to the future, will you have the resources to support the lifestyle you want?
In this episode, Beth Blecker and Matthew Blecker share some of the financial opportunities made possible by the Secure Act and availability of Roth Conversions. Along with the important distinction between retirement and estate planning.
Beth and Matthew discuss:
- The ways Roth Conversions can help you minimize your taxes
- Pros and cons of Roth Conversions
- How the Secure Act II would change the starting age
- The difference between retirement planning and estate planning
- And more
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