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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 roshan.loungani@aretewealth.com or at 202-536-4468.  


Erik can be reached at erik.olson@aretewealth.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:

https://anchor.fm/roshan-a-loungani/episodes/RL035---Retirement-Lifestyle-Battle-of-the-Plans-2-part-2-ej3enq



 

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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 roshan.loungani@aretewealth.com or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.

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Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.

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© 2018 by Roshan Loungani, CRPC®.  Vienna, Virginia

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