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Kristina discusses the topic of Roth conversions and whether they make sense for individuals. They explore the differences between Roth contributions and conversions, the tax implications of conversions, and the potential benefits for estate planning.  Kristina also discusses the challenges that Baby Boomers face in retirement, including the lack of pensions and low retirement savings. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses the topic of Roth conversions and whether they make sense for individuals. They explore the differences between Roth contributions and conversions, the tax implications of conversions, and the potential benefits for estate planning.  Kristina also discusses the challenges that Baby Boomers face in retirement, including the lack of pensions and low retirement savings. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Kristina Ping-Kepperling provides vital information on proper retirement planning.  The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."  These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Kristina Ping-Kepperling provides vital information on proper retirement planning.&nbsp; The author of the book "The Retirement Train" discusses the strategies that can be custom fit for you in implementing her "on track retirement system."&nbsp; These strategies include building income, employing proactive tax strategies, and the pitfall protection people need to maintain a long retirement.

Your Powerful Legacy Radio with Kristina Ping-Kepperling

Roth Conversions

Kristina compares the features of various entrees to sound approaches to retirement planning.  Examples include a layered approach like with lasagna, customization to personal taste as in tacos, and taking calculated risks as people would with oysters.  She also helps simplify the somewhat overwhelming task of saving for retirement.

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

Kristina compares the features of various entrees to sound approaches to retirement planning.  Examples include a layered approach like with lasagna, customization to personal taste as in tacos, and taking calculated risks as people would with oysters.  She also helps simplify the somewhat overwhelming task of saving for retirement.
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>
<a href="https://www.yourpowerfullegacy.com">www.yourpowerfullegacy.com</a>

Recipe for Retirement

Kristina talks about the essential aspects of preparing for retirement, including understanding readiness, maximizing savings, budgeting, social security strategies, healthcare planning, and the importance of communication and proactive planning.  She emphasizes the need for a comprehensive review of retirement plans to ensure individuals are on track to meet their goals and maintain their desired lifestyle in retirement.  She also covers the various gaps that can hinder retirement planning, including knowledge, resources, self-doubt, and empowerment. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

www.yourpowerfullegacy.com

Kristina talks about the essential aspects of preparing for retirement, including understanding readiness, maximizing savings, budgeting, social security strategies, healthcare planning, and the importance of communication and proactive planning.  She emphasizes the need for a comprehensive review of retirement plans to ensure individuals are on track to meet their goals and maintain their desired lifestyle in retirement.  She also covers the various gaps that can hinder retirement planning, including knowledge, resources, self-doubt, and empowerment. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>
<a href="https://www.yourpowerfullegacy.com">www.yourpowerfullegacy.com</a>

Bridging the Retirement Gaps

Kristina discusses the importance of financial planning across different life stages, particularly focusing on retirement strategies for Gen Xers. The discussion covers the significance of starting early with savings, understanding risk tolerance, and the need for comprehensive estate planning. Kristina emphasizes the unique challenges faced by Gen Xers, including debt management and the absence of traditional pensions, while providing actionable advice for maximizing retirement contributions and ensuring financial security. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses the importance of financial planning across different life stages, particularly focusing on retirement strategies for Gen Xers. The discussion covers the significance of starting early with savings, understanding risk tolerance, and the need for comprehensive estate planning. Kristina emphasizes the unique challenges faced by Gen Xers, including debt management and the absence of traditional pensions, while providing actionable advice for maximizing retirement contributions and ensuring financial security. 
Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

Roth Conversions

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Your Powerful Legacy Radio with Kristina Ping-Kepperling

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