On The Money With Secure Money: Episode 7
Choosing the Right Advisor for Your Retirement
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Brian Quaranta discusses how families can align themselves with the retirement advisors that share their same beliefs. The current environment is causing some confusion which is making it difficult to cut through the clutter in order to find the right advisor that will fit your needs and risk level.
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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