The Trump Tax Cuts and Job Act is set to expire at the end of 2025. Alan Cohen emphasizes the significance of taking advantage of current low tax rates and explains the process and benefits of converting traditional retirement accounts to Roth accounts.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

The Trump Tax Cuts and Job Act is set to expire at the end of 2025. Alan Cohen emphasizes the significance of taking advantage of current low tax rates and explains the process and benefits of converting traditional retirement accounts to Roth accounts.
To learn more about Alan and the team at Spectrum Wealth Partners, go to <a href="https://www.spectrumwp.com/">www.spectrumwp.com</a>.

“The Retirement Spectrum with Alan Cohen” is a true Philadelphia look at the issues of retirement. Alan was born and raised in Philly and even named his company after one of his favorite places in the world: The Spectrum. Alan calls himself “a recovering stockbroker” – after spending years helping people accumulate wealth, he is now focused on helping people protect, grow, and use that wealth in retirement. Our podcast topics range from understanding the stock market, advice on 401(k)s, Social Security, tax planning, and more. And you may hear a mention of Springsteen now and then as Alan has seen Bruce over 200 times! Retirement offers a vast array of ways to plan for and enjoy this exciting part of your life. It truly is a Retirement Spectrum.

“The Retirement Spectrum with Alan Cohen” is a true Philadelphia look at the issues of retirement. Alan was born and raised in Philly and even named his company after one of his favorite places in the world: The Spectrum. Alan calls himself “a recovering stockbroker” – after spending years helping people accumulate wealth, he is now focused on helping people protect, grow, and use that wealth in retirement. Our podcast topics range from understanding the stock market, advice on 401(k)s, Social Security, tax planning, and more. And you may hear a mention of Springsteen now and then as Alan has seen Bruce over 200 times! Retirement offers a vast array of ways to plan for and enjoy this exciting part of your life. It truly is a Retirement Spectrum.

The Retirement Spectrum

How the Trump Tax Cuts and Job Act may impact your retirement planning

Is your retirement strategy built on a 100-year-old gamble? As the "Roaring 2020s" mirror the volatility of the 1920s, Alan Cohen explores why a soaring S&P 500 isn't enough to secure your future. This episode breaks down the "Magnificent Seven" market dominance, the reality of looming interest rate cuts, and why the best time to retire depends on your plan, not the ticker tape. From "grimy" Eagles football talk to "portfolio x-rays," learn how to transition from aggressive growth to reliable income while protecting your hard-earned gains from the inevitable next dip.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

Is your retirement strategy built on a 100-year-old gamble? As the "Roaring 2020s" mirror the volatility of the 1920s, Alan Cohen explores why a soaring S&amp;P 500 isn't enough to secure your future. This episode breaks down the "Magnificent Seven" market dominance, the reality of looming interest rate cuts, and why the best time to retire depends on your plan, not the ticker tape. From "grimy" Eagles football talk to "portfolio x-rays," learn how to transition from aggressive growth to reliable income while protecting your hard-earned gains from the inevitable next dip.
To learn more about Alan and the team at Spectrum Wealth Partners, go to <a href="https://www.spectrumwp.com/">www.spectrumwp.com</a>.

The New Roaring 20s: Is History Repeating Your Retirement?

Your portfolio can become riskier without you lifting a finger—a phenomenon known as "portfolio drift." In this look-back at 2025 and forecast for 2026, Alan Cohen explains how three years of double-digit returns may have left you overexposed to market volatility. We explore the "super catch-up" contributions for those 60–63, the new $12,000 senior tax deduction, and why sticky inflation makes "safe money" strategies like buffered investments and protective growth annuities more attractive than ever. It is time to rebalance, de-risk, and ensure your income lasts as long as you do.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

Your portfolio can become riskier without you lifting a finger&mdash;a phenomenon known as "portfolio drift." In this look-back at 2025 and forecast for 2026, Alan Cohen explains how three years of double-digit returns may have left you overexposed to market volatility. We explore the "super catch-up" contributions for those 60&ndash;63, the new $12,000 senior tax deduction, and why sticky inflation makes "safe money" strategies like buffered investments and protective growth annuities more attractive than ever. It is time to rebalance, de-risk, and ensure your income lasts as long as you do.
To learn more about Alan and the team at Spectrum Wealth Partners, go to <a href="https://www.spectrumwp.com/">www.spectrumwp.com</a>.

2026 Forecast: Tariffs, Tech Bubbles, and the New Tax Breaks

Are you relying on outdated financial rules like the 4% withdrawal strategy or a fixed retirement age? Discover why your retirement plan needs an update and how to create reliable income streams. This episode dives into the market's current volatility, the looming threat to Social Security, the big mistake most people make with Required Minimum Distributions (RMDs), and the key role annuities and tax-advantaged strategies play in guaranteeing your "paycheck" for life. Learn how to navigate the modern retirement landscape and stop losing money to hidden taxes and penalties.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

Are you relying on outdated financial rules like the 4% withdrawal strategy or a fixed retirement age? Discover why your retirement plan needs an update and how to create reliable income streams. This episode dives into the market's current volatility, the looming threat to Social Security, the big mistake most people make with Required Minimum Distributions (RMDs), and the key role annuities and tax-advantaged strategies play in guaranteeing your "paycheck" for life. Learn how to navigate the modern retirement landscape and stop losing money to hidden taxes and penalties.
To learn more about Alan and the team at Spectrum Wealth Partners, go to <a href="https://www.spectrumwp.com/">www.spectrumwp.com</a>.

How the Trump Tax Cuts and Job Act may impact your retirement planning

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