In this episode of the Top Gun Retirement Show, Alan discusses essential end-of-year financial planning strategies.  He covers the importance of preparing for unexpected layoffs, the significance of having an emergency fund, and the benefits of tax optimization, particularly through Roth conversions.  Alan also delves into caregiving and estate planning, emphasizing the need for proper documentation to ease family burdens during crises.  Finally, he addresses debt management, highlighting strategies to reduce debt while maintaining financial health.

Reach Alan at 800-779-3319.

Top Gun Financial Planning

www.alankifer.com

 

In this episode of the Top Gun Retirement Show, Alan discusses essential end-of-year financial planning strategies.&nbsp; He covers the importance of preparing for unexpected layoffs, the significance of having an emergency fund, and the benefits of tax optimization, particularly through Roth conversions.&nbsp; Alan also delves into caregiving and estate planning, emphasizing the need for proper documentation to ease family burdens during crises.&nbsp; Finally, he addresses debt management, highlighting strategies to reduce debt while maintaining financial health.
Reach Alan at 800-779-3319.
<a href="https://alankifer.com">Top Gun Financial Planning</a>
<a href="https://www.alankifer.com">www.alankifer.com</a>
&nbsp;

Join host of the Top Gun Retirement Show Alan Kifer in discovering need-to-know retirement concepts that are affecting Americans today. The Baby Boomer population (born between 1946 and 1964) in America alone exceeds 100 million. About 20 million have turned 72 and have begun the process of taking Mandatory Required Minimum Distributions (RMDs) from their Tax-Defined Retirement accounts: IRAs, 401(k)s, 403(b)s, 457s, SEPS. This forced annual liquidation will continue to cause increasing stress to the financial markets.

On the show, Alan, a 31+ year experienced financial advisor, shares how we can win at retirement despite the coming uncertainties. He holds degrees/certificates in all eight special disciplines in financial planning, is an internationally-recognized speaker, author and educator, and also the creator of Succeeding at the Business of Retirement.

Main Stage presentations include Harvard Business School and the U.S. Military Academy at West Point along with numerous television segments on Fox, CBS, ABC and NBC.

Join host of the Top Gun Retirement Show Alan Kifer in discovering need-to-know retirement concepts that are affecting Americans today. The Baby Boomer population (born between 1946 and 1964) in America alone exceeds 100 million. About 20 million have turned 72 and have begun the process of taking Mandatory Required Minimum Distributions (RMDs) from their Tax-Defined Retirement accounts: IRAs, 401(k)s, 403(b)s, 457s, SEPS. This forced annual liquidation will continue to cause increasing stress to the financial markets.
On the show, Alan, a 31+ year experienced financial advisor, shares how we can win at retirement despite the coming uncertainties. He holds degrees/certificates in all eight special disciplines in financial planning, is an internationally-recognized speaker, author and educator, and also the creator of Succeeding at the Business of Retirement.
Main Stage presentations include Harvard Business School and the U.S. Military Academy at West Point along with numerous television segments on Fox, CBS, ABC and NBC.

Advertisement