On The Money With Secure Money: Episode 14
What to Do With Lazy Money
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A lot of people have had a lot of money sitting on the sidelines for years. They want to keep money safe but, might be looking for some opportunity to make a little more return as well. Brian Quaranta discusses the options available to put your money to work based on your risk tolerance.
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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