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Election 2020 Analysis - Should you Convert to a Roth IRA - What EVERY Retirement Plan Needs - Show 22

Excel in Retirement

English - October 21, 2020 09:00 - 37 minutes - 26 MB
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In this show David Treece, a financial adviser, shares with you his election analysis and explains how COVID-19 has impacted this election. He explains how this election may affect you and your retirement. David also shares how we build all weather financial plans at Clients Excel that are built to withstand market volatility. Also, he shares with listeners reasons why you may want to consider a Roth IRA conversion and why some people probably don't need to consider a Roth conversion. David ends the show by discussing what everyone's financial plan must have. He covers a lot of useful content in this show!


Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program. Roth IRAs offer tax free income if distributions are taken after age 59-1/2 and the account has been open for at least 5 years. When converting funds to a Roth IRA, ordinary income taxes are due on the amount converted in the same year, and ideally should be paid with funds outside of the retirement plan.