Matt Deaton details how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023. 

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

Matt Deaton details how to properly prepare for the expiration of the Trump Tax Cuts and why rollovers have become so popular in 2023. 
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.

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Success in the New Retirement

Preparing for the Expiring Trump Tax Cuts

Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement. 

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

Damon Roberts explains that it's ok to embrace your "inner tightwad" and also, how to pull income in retirement. 
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Embracing Your Inner Tightwad

Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth. 

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

Damon Roberts and Matt Deaton break down the 3 essential elements to any financial plan: Income, Protection and Growth. 
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

3 Legs to a Full Financial Plan

This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement.

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

This week's conversation discusses the importance of understanding and mitigating taxes in retirement. It highlights the surprise that many people have about the amount of taxes they have to pay in retirement and the potential for taxes to increase in the future. The need for tax-efficient strategies such as contributing to a Roth IRA and doing Roth conversions is emphasized. The discussion also touches on the importance of having a comprehensive financial plan and understanding the basics of the plan to build confidence and peace of mind in retirement.
For more information or to schedule a consultation, call 480-680-6868 or visit <a href="http://www.successinthenewretirement.com">www.successinthenewretirement.com</a>

Preparing for the Expiring Trump Tax Cuts

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