In this edition of our Town Hall series, Will Meneses walks us through why it is important to properly plan where your income comes from in retirement. Seemingly small decisions can have a ripple effect on your planning.
Steve Aul is up next with a look at a complex issue, Roth Conversions and Back-Door Roths. Making the wrong choices can create problems that may follow you for the life of your IRA.
Click Here to watch the July 2nd Recording on YouTube
If you have questions or topics you would like the see the team cover on the next Town Hall, please email info@aulfg.com.
Previous Town Halls and more can be viewed on our YouTube channel. Remember to subscribe to our channel to be notified when a new video has been added.