New & Old Retirement Tips

Retire Right Radio with Paul Roberts

English - May 03, 2024 16:00 - 52 minutes - 48.3 MB
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In this episode of Retire Right Radio, Weston Lindemann discusses various retirement planning opportunities and strategies. He highlights the changes brought about by the Secure Act and Secure Act 2.0, such as the availability of Roth accounts as emergency funds and the benefits of Roth contributions. Lindemann also emphasizes the importance of staying informed about retirement changes and working with a knowledgeable advisor. He explores tried and true retirement planning tips, including considerations for Social Security, sequence of returns risk, refinancing retirement, and healthcare costs.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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