Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later. 

For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

Can an IRA be the right move to balance your portfolio and what tax strategy should you be looking at now to benefit you later. 
For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial advisors Damon Roberts & Matt Deaton have helped educate thousands of baby boomers in the Greater Phoenix area about their options. Looking for real-life lessons on 401(k)s, minimizing taxes, asset protection, Social Security and creating income in retirement? This podcast is for you! Find more at http://successinthenewretirement.com.

Be sure follow us on social media!
Acute Wealth Blog: http://bit.ly/2ZA7hty
Facebook: http://bit.ly/31LRNof
LinkedIn: http://bit.ly/2Y3OBSG

Success in the New Retirement

Is a ROTH IRA the Smart Play?

This week, Damon Roberts & Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts & Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.

This week, Damon Roberts &amp; Matt Deaton discuss fees in retirement plans. Fees are a silent killer of retirement plans, but they are often not readily available or disclosed. Mutual funds have three major fees: expense ratio, 12B1 fee, and transaction cost. Controlling fees is a predictor of success in your retirement account. Morningstar reports can reveal the fees you're actually paying. Lowering fees can significantly improve your portfolio's performance. Index funds are a cheap alternative with low management fees. It's important to understand and reduce fees in investments like mutual funds and variable annuities. Customizing a financial plan in the 50-60 age range is crucial for retirement preparation. Taking the time to meet with retirement experts, such as Damon Roberts &amp; Matt Deaton, can save you more than 15% and give you peace of mind. A good retirement plan allows you to retire on your terms, regardless of market fluctuations.

The Silent Killer: Fees in Retirement Plans

Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare. 

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com

Most adults assume they know what they will need in retirement, but many dont. Damon and Matt explain why it's hard to understand your retirement needs and strategies that can help you prepare. 
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Understanding your income needs in retirement.

Underestimating Your Income Needs in Retirement

24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control. 

For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

24-hour news, local headlines and social media is nothing but gloom and despair. From campus riots, another heated election cycle, wars and an ever-growing debt, it's hard to not get worried about how it will affect your bottom line. Damon Roberts and Matt Deaton detail how to take control when everything feels out of control. 
For more information or to schedule a consultation call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

How the heavy headlines affect your retirement strategy

Is a ROTH IRA the Smart Play?

Success in the New Retirement

In 1 playlist(s)

Success in the New Retirement

Social links

Follow podcast

Recent clips