Battle of the Plans 2 part 2
RL035 - Retirement Lifestyle: Battle of the Plans 2 part 2
We evaluate a person's hypothetical financial situation and discuss the importance of asset allocation/tax diversification. We take a look at three important tax categories that play significant role in this persons financial plan. We also discuss different investing methodologies and Roth conversion that help create a pool of tax free wealth.
Roshan can be reached at firstname.lastname@example.org or at 202-536-4468.
Erik can be reached at email@example.com or 815-940-4652.
Listen to the whole episode on our website here: https://www.retirewithroshan.com/podcast
OR for links to your favorite platform like Spotify, iTunes and so on go here:
Follow Us At:
All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.Roshan can be reached at firstname.lastname@example.org or at 202-536-4468. Erik can be reached at email@example.com or 815-940-4652.