Steve talks about the future of Social Security and the need to make decisions to protect retirement income regardless of political changes. He also discusses the possibility of a stock market pullback before the election and the importance of using a methodical and non-emotional approach to investment decisions. Steve advises on Roth conversions and the potential benefits of tax planning for those with large IRA or 401k assets.

The Retirement Tax Trap Hiding in Your Income Plan
18:37

The Annuity Debate: Tool of the Past or Fit for Today?
16:04

When Market Fear Shapes Retirement Decisions
15:47