You have spent years saving up for retirement. Then you start to take out your retirement income and you have to pay taxes on it. How can you protect your retirement income? In this episode, Tom Selbo is joined by Chad Broberg, a wealth advisor at Landmark Wealth Management Group, in discussing Roth IRAs, their role in retirement and tax planning, and when you should consider adding them to your plan. Chad focuses on: - What a Roth conversion is - Why they are important in retirement planning - When clients are most in need of Roth IRAs - What clients don’t realize about taxes and how Roth IRAs provide a solution - And more Resources: Episode 13 - IRAs vs. Roth IRAs: Delayed Gratification (Ep. 13) Connect With Chad Broberg: LinkedIn: Chad Broberg Connect With Tom Selbo: Tomselbo@landmarkwealth.net LinkedIn: Tom Selbo 408-984-8777 About Our Guest: After teaching middle school math Chad became a wealth advisor in 2001. He is passionate about developing and man...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)