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Case Study: The Retirement Sweet Spot
Manage episode 390397747 series 12842
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.
Read the Article: https://www.henssler.com/the-retirement-sweet-spot-benefits-of-roth-iras-for-new-retirees
822 епізодів
Manage episode 390397747 series 12842
Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.
Read the Article: https://www.henssler.com/the-retirement-sweet-spot-benefits-of-roth-iras-for-new-retirees
822 епізодів
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