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Guide to Roth IRA Conversions - When, Why, How Much?
Guide to Roth IRA Conversions - When, Why, How Much?
Jan 5, 2024
arnoldmotewealthmanagement.com
Ready to reimagine your retirement? Be a part of the 2025 Miami Retirement Summit — Saturday, September 13 at the InterContinental Hotel. Speakers include: • Jeff Bush - Tax & Economic Policy Educator • Guerra Wealth Advisors’ Top Experts What you’ll learn: • New retirement strategies for 2025 and beyond • How to reduce taxes and protect your assets • How to navigate rising costs and longer lifespans This is Miami’s can’t-miss retirement event — register today | Guerra Wealth Advisors
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retirewire.com
**For Pre-Retirees & Retirees Aged 55 Or Older with $500k in Investable assets** Today's retirees can't afford to withdraw more than 2.8% from a traditional stock portfolio each year without the risk of running out of money. 📉 Unless your portfolio is designed for "income efficiency", you'll be extremely limited in what you can afford to safely withdraw without running out of money. Because in retirement, prioritizing income > prioritizing returns. 💡 We put together a short video presentation
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