David Belisle tackles the third of four parts on taxes in retirement. David explains how keeping money in tax-deferred retirement plans gives the IRS more control of one’s retirement. He discusses the importance of a diversified retirement plan and the finesse of converting money to Roth accounts, along with why having an advisor take a look at this complicated process is necessary. And David addresses when to start the process. Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com. FacebookSee omnystudio.com/listener for privacy information.

Ver todos los episodios