關於這一集
With more and more uncertainty about where tax rates are headed in the future, people are taking a hard look at Roth conversions to provide tax-free growth and eventual income. The issue is that you have to pay taxes on that money now instead of putting it into tax-deferred accounts. Pat takes a look at this strategy and how you can determine if a Roth is right for you.
英語
美國
逐字稿 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
本 Podcast 中的其他單集
The numbers are in. Consumer prices have risen 4.2% in the past year – the largest annual rate in three years. Inflation isn’t just a headline. For retirees and those nearing retirement, it’s a three-sided threat. In this episode, Pat breaks down exactly how inflation is hitting retirement plans fr…
Retirement is a time to enjoy life, but financial missteps can turn it into a source of stress. This week, Pat joins Melissa to discuss the top retirement mistakes that could drain your nest egg—and how to avoid them.
For high-net-worth retirees and pre-retirees, a mid-year financial review isn’t just a good habit. It’s a critical checkpoint. This is the time to make sure your income, taxes, legacy plan and more are all working together the way they should. In this episode, Pat walks us through some of the essen…
Legacy planning can be a tough conversation, but necessary. No one wants to think about death or what happens after they’re gone. This episode discusses ways you can help ensure your wishes are carried out.
免責聲明: 本頁面嵌入的 Podcast 和封面圖片來自 Patrick Strubbe，歸其所有者所有，與 Listen Notes, Inc. 無關聯，也未獲得 Listen Notes, Inc. 背書。
