On The Money With Secure Money: Episode 60
How to Overcome Common Mistakes in Your Retirement Roadmap
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Brian Quaranta discusses how to build and sustain your retirement savings without relying on the rules for the retirement asset allocation model.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser
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*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
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