Suze Orman’s Post

New Podcast Episode 👉 Damon Roberts and Matt Deaton cover the importance of seeking financial advice, retirement planning, portfolio adjustments, and the impact of market trends on investments. Listen wherever you get your favorite podcasts! Get a free copy of our book, Success in the New Retirement by scheduling a consultation at https://lnkd.in/gdvAtNyb #retirementplanning #financialadvisor #podcast #newepisode #fyp #arizona #taxes #incomeplan #fees #market

Are recontribution strategies still relevant for clients? In our latest BT Academy podcast, I explore some critical considerations around this strategy, particularly if considering it for the future impact of taxes on super balances over $3M. #BTAcademy

Before 2007, recontribution strategies were common for retirement planning tax efficiencies. Since then, they have been used less frequently for estate planning purposes. In this #podcast we revisit the realities around recontribution strategies in light of the proposed tax for clients with super balances exceeding $3 million. Listen now: https://lnkd.in/em_QC-hK Bryan Ashenden #BTAcademy #podcast #financialadvisers  

Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future. But, while the mechanics of a Roth conversion are simple, it’s important to get the full picture to find out if this move will benefit you in the long term. In Episode 66 of the Secure Your Retirement Podcast, we share everything you need to know about doing a Roth conversion, including what a Roth conversion is, why you may choose to do one, and the process of moving your money between pre-tax and after-tax accounts.

Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future. But, while the mechanics of a Roth conversion are simple, it’s important to get the full picture to find out if this move will benefit you in the long term. In Episode 66 of the Secure Your Retirement Podcast, we share everything you need to know about doing a Roth conversion, including what a Roth conversion is, why you may choose to do one, and the process of moving your money between pre-tax and after-tax accounts.

Cash it out, roll it over, convert it. Your 401(k) has a number of options in retirement. But do you know the pros and cons of each one? In the most recent Retirement Coffee Talk Podcast episode, Charisse talks about 4 options that you have for your 401(k), the pros and cons of each one, and how to know what might be right for you. Follow the link to tune in now 👉 https://lnkd.in/eznQKA4C

New Podcast Episode 👉 The stigma around annuities is demystified by addressing common concerns such as tying up money, high fees, and the loss of funds upon death. Listen wherever you get your favorite podcasts! Jim offers proactive retirement strategies for a solid future. Learn more at www.retirereadyfg.com #retirementplanning #financialadvisor #podcast #newepisode #fyp #401k #PA #NJ #market #annuities #guaranteedincome

Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future. But, while the mechanics of a Roth conversion are simple, it’s important to get the full picture to find out if this move will benefit you in the long term. Find out in Episode 66 of the Secure Your Retirement Podcast.

Is a Roth conversion right for you? Moving your money from a traditional IRA or 401k and into a Roth IRA can be a smart choice for your future. But, while the mechanics of a Roth conversion are simple, it’s important to get the full picture to find out if this move will benefit you in the long term. Find out in Episode 66 of the Secure Your Retirement Podcast.