Day: September 11, 2024

Bill Mcdowell discusses Roth conversion Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions – Business Innovators Radio Network Mike Saunders and Bill McDowell discuss Roth conversions. Bill explains that Roth conversions are not a way to avoid taxes but rather a way to have control over when and how you pay them. By doing a Roth conversion, people can determine the exact dollar amount people will pay in taxes. This strategy allows people to plan for…

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Jennifer Surmacz discusses securing legacy: the importance of generational wealth Listen to the interview on the Business Innovators Radio Network: Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth – Business Innovators Radio Network Generational wealth extends beyond mere wealth accumulation in one’s lifetime. As discussed in the podcast episode, it involves working diligently not only for oneself but also for future generations, such as children and grandchildren. The overarching goal of generational wealth is to secure a better life for the next generations, setting them up…

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Retirement is a dream that many people have spent years preparing for, a time when they finally get to enjoy the fruits of their labor. The idea of leisurely days, free from the daily grind, is enticing. Yet, while retirement brings freedom and relaxation, it also introduces new challenges—some of which, if left unaddressed, could significantly impact financial security. With a little planning, this can be achieved. This article explores the six major risks retirees face and strategies to mitigate them, ensuring their golden years are as bright as imagined.…

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