Pros & Cons of Converting to a Roth IRA
Dean Barber and Bud Kasper always have a blast when they attend Ed Slott’s Elite IRA Advisor GroupSM workshops. At the workshop they attended in April in Baltimore, they reviewed several things to consider before doing Roth conversions. Dean and Bud are going to give a brief recap of what they discussed at the workshop as they go over pros and cons of converting to a Roth IRA on America’s Wealth Management Show.
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How Much do People Actually Spend in Retirement?
Many people dream about all the things they can do after they stop working, but how much do people spend in retirement? In October 2022, the Employee Benefit Research Institute conducted a survey on how the pandemic impacted people’s spending in retirement. Some of the results could surprise you. Dean Barber and Bud Kasper are going to review some of the statistics from the survey to assess how much people spend in retirement on America’s Wealth Management Show.
Asset Allocation vs. Tax Allocation
Dean Barber and Bud Kasper have talked about asset allocation and tax allocation several times on America’s Wealth Management Show. And they’ve discussed asset location quite a bit too. Do you have a good understanding of all three? Whether you do or not, they’re going to offer some keen insight on asset allocation versus tax allocation and why both of them are important, so make sure to pay close attention.
Why the 5 Years Before Retirement Are So Important
When you’re in your 50s or maybe early 60s, many of you will get to a point where you’re about five years from retirement. If that’s you, do you feel prepared for retirement? It’s a crucial stage of the retirement planning process. Dean Barber and Bud Kasper are going to help us with explaining why the five years before retirement are so important on America’s Wealth Management Show.
5 Reasons to Retire
Some people are more than ready to retire while others truly enjoy their jobs and don’t have retirement on their minds. What camp are you in? Well, either way, you need to have a financial plan. There are many reasons to retire. What are yours? Dean Barber and Bud Kasper are going to elaborate on that as they review five reasons to retire on America’s Wealth Management Show.
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About the show
Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.