Gå offline med appen Player FM !
The Financial Red Zone
Manage episode 363189609 series 2965563
Fred talks about strategies to consider in the financial red zone, 5-10 years from retirement. He then discusses the advantages to consider when looking at the Roth IRA option. In the Stump the Guru segment, Fred addresses a concern from a listener who asked their accountant if they should convert taxable IRA assets to a Roth. They mentioned the accountant’s opinion of Roth as being inefficient. Listen to Fred’s response. You can submit your question at www.moneymattersusa.net. Just click podcast and the dropdown for Stump the Guru.
You can reach Fred Saide by calling 800-593-8188.
See omnystudio.com/listener for privacy information.
100 episoder
Manage episode 363189609 series 2965563
Fred talks about strategies to consider in the financial red zone, 5-10 years from retirement. He then discusses the advantages to consider when looking at the Roth IRA option. In the Stump the Guru segment, Fred addresses a concern from a listener who asked their accountant if they should convert taxable IRA assets to a Roth. They mentioned the accountant’s opinion of Roth as being inefficient. Listen to Fred’s response. You can submit your question at www.moneymattersusa.net. Just click podcast and the dropdown for Stump the Guru.
You can reach Fred Saide by calling 800-593-8188.
See omnystudio.com/listener for privacy information.
100 episoder
Alle episoder
×Velkommen til Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.