Success in the New RetirementSuccess in the New Retirement
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Managing Wealth in the New Retirement

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This week, Damon Roberts and Matt Deaton discuss various topics related to retirement, college football, taxes, and financial planning. They touch on the impact of NIL deals on college athletes, the importance of financial advice for young athletes, and the need for tax strategies in retirement. They also highlight the opportunity for Roth conversions and IRA spend downs to minimize taxes.

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

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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