Navigating the Retirement RedZone

Legacy Therapy

English - November 06, 2020 13:00 - 41 minutes - 38.2 MB
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Previous Episode: Living Benefits

Next Episode: Organized and Energized

In this episode, William Decker talks about the retirement RedZone:

Stretch IRAsRoth conversionsPassing wealth to the next generation

Key takeaways:

Retirement planning is about more than just returnsPlans for legacy, longevity, lifestyle, and liquidity are important and even more so when making the transition from accumulation to the distribution phase of life.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/eif

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William Decker’s information:

[email protected]

951-970-4445