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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 discusses important considerations for individuals who are five years away from retirement.  She covers topics such as financial preparedness, debt management, healthcare planning, social security maximization, estate planning, and lifestyle goals in retirement.  Kristina also emphasizes the importance of updating estate plans regularly, considering tax implications, and communicating with loved ones about digital assets. 

 Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses important considerations for individuals who are five years away from retirement.  She covers topics such as financial preparedness, debt management, healthcare planning, social security maximization, estate planning, and lifestyle goals in retirement.  Kristina also emphasizes the importance of updating estate plans regularly, considering tax implications, and communicating with loved ones about digital assets. 
 Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

The Financial Red Zone

Kristina discusses the five basic steps to retirement planning: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. She emphasizes the importance of following these steps to create a solid foundation for retirement. Kristina also explores various income options in retirement, including Social Security, pensions, annuities, real estate, options contracts, and limited partnerships. 

 Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses the five basic steps to retirement planning: income planning, expense management, investment management, healthcare and long-term care planning, and estate planning. She emphasizes the importance of following these steps to create a solid foundation for retirement. Kristina also explores various income options in retirement, including Social Security, pensions, annuities, real estate, options contracts, and limited partnerships. 
 Reach Kristina at 844-823-6387.
<a href="https://yourpowerfullegacy.com">Powerful Legacy Insurance and Financial Services</a>

The Steps to Retirement

Kristina discusses various retirement-related topics, including retirement savings, regrets, retirement destinations, and Social Security.  She highlights the financial challenges faced by retirees, particularly women, and the importance of comprehensive financial planning.  She also touches on the potential solutions for the Social Security funding issue, such as raising the cap on payroll taxes.  Overall, the conversation emphasizes the need for individuals to plan and save for retirement to ensure a comfortable and secure future. 

Reach Kristina at 844-823-6387.

Powerful Legacy Insurance and Financial Services

Kristina discusses various retirement-related topics, including retirement savings, regrets, retirement destinations, and Social Security.  She highlights the financial challenges faced by retirees, particularly women, and the importance of comprehensive financial planning.  She also touches on the potential solutions for the Social Security funding issue, such as raising the cap on payroll taxes.  Overall, the conversation emphasizes the need for individuals to plan and save for retirement to ensure a comfortable and secure future. 
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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