Listen "Michael Wallace and John Sauger"
Episode Synopsis
On the season wrap-up of Retireable, John and Mike walk through a handful of examples of when and where they use the information that was shared through-out this season in an effort to try to best bring the Retireable concepts together for the listener.
Financial Services of America, AEFS, Riskalyze, Holistiplan, RightCaptial and Morningstar
are not affiliated companies. Financial Services of America and AEFS cannot guarantee the accuracy or completeness of the Riskalyze, Holistiplan, RightCapital and Morningstar
software or outputs. Riskalyze, Holistiplan, RightCaptial and Morningstar are intended to
be used as tools in designing a financial portfolio.
Insurance products are offered through the insurance business Financial Services of
America (FSA). Financial Services of American (FSA) is also a Financial Services practice
that offers securities products and services through AE Financial Services, LLC (AEFS),
member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory
practice that offers investment advisory products and services through Financial Services
of America Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer
insurance products. The insurance products offered by Financial Services of America
(FSA) are not subject to regulatory requirements and standards of care applicable to
registered representatives and are not subject to investment advisory requirements.
AEFS, FSAA and FSA are not affiliated companies.
Any and all other services referenced are an outside business activity not offered through
or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial
Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and
any other entities] are all separate and not affiliated entities.
Financial Services of American (FSA) advisors may refer you to local CPAs for tax services
(including our business partnership with FSA Tax & Accounting) and attorneys for estate
planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if
needed, to coordinate and collaborate with you and your advisor on your holistic
financial plan (with proper, written authorization).
Please remember that converting an employer plan account to a Roth IRA is a taxable
event. Increased taxable income from the Roth IRA conversion may have several
consequences including (but not limited to) a need for additional tax withholding or
estimated tax payments, the loss of certain tax deductions and credits, and higher taxes
on Social Security benefits and higher Medicare premiums. Be sure to consult with a
qualified tax advisor before making any decisions regarding your IRA.
Financial Services of America, AEFS, Riskalyze, Holistiplan, RightCaptial and Morningstar
are not affiliated companies. Financial Services of America and AEFS cannot guarantee the accuracy or completeness of the Riskalyze, Holistiplan, RightCapital and Morningstar
software or outputs. Riskalyze, Holistiplan, RightCaptial and Morningstar are intended to
be used as tools in designing a financial portfolio.
Insurance products are offered through the insurance business Financial Services of
America (FSA). Financial Services of American (FSA) is also a Financial Services practice
that offers securities products and services through AE Financial Services, LLC (AEFS),
member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory
practice that offers investment advisory products and services through Financial Services
of America Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer
insurance products. The insurance products offered by Financial Services of America
(FSA) are not subject to regulatory requirements and standards of care applicable to
registered representatives and are not subject to investment advisory requirements.
AEFS, FSAA and FSA are not affiliated companies.
Any and all other services referenced are an outside business activity not offered through
or supervised by AE Financial Services, Inc. (AEFS), member FINRA/SIPC or Financial
Services of America Advisors (FSAA), a Registered Investment Advisor. AEFS, FSAA (and
any other entities] are all separate and not affiliated entities.
Financial Services of American (FSA) advisors may refer you to local CPAs for tax services
(including our business partnership with FSA Tax & Accounting) and attorneys for estate
planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if
needed, to coordinate and collaborate with you and your advisor on your holistic
financial plan (with proper, written authorization).
Please remember that converting an employer plan account to a Roth IRA is a taxable
event. Increased taxable income from the Roth IRA conversion may have several
consequences including (but not limited to) a need for additional tax withholding or
estimated tax payments, the loss of certain tax deductions and credits, and higher taxes
on Social Security benefits and higher Medicare premiums. Be sure to consult with a
qualified tax advisor before making any decisions regarding your IRA.
More episodes of the podcast Retireable
Are You Mentally Prepared for Retirement?
30/07/2024
Preparing For Retirement
03/07/2024
Annuities
18/06/2024
Investment Guardrails and Strategies
13/05/2024
Retirement Account Strategies
11/04/2024
Bucket Planning
09/02/2024
Pensions and Pension Buyouts
15/01/2024
Charitable Giving (continued)
12/12/2023
Charitable Giving
20/11/2023
Medicare and Open Enrollment
06/11/2023