Tuesday May 09, 2023

Michael Wallace and John Sauger

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.

 

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be used as tools in designing a financial portfolio.

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AEFS, FSAA and FSA are not affiliated companies.
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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.

 

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