Financial Planning Insights
Roth Conversions and Your Post-Retirement Redzone
As a retiree there are several key planning tools and sources of income that can impact your financial future. Johnson Financial Group recently hosted a webinar to discuss planning strategies that can help keep you in the post-retirement redzone, including:
- Roth conversions and when it makes sense to utilize this option
- Minimize taxes in retirement
- Medicare costs and secondary coverage considerations
Featured Speakers
Robert Warner EVP, Pilot Program Johnson Financial Group |
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Chuck Allison, CFP® VP, Wealth Advisor Johnson Financial Group |
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Bill Davis Consultant, Pilot Investor Relations Johnson Financial Group |
Presentation
View the recording of the Roth conversions and your post-retirement redzone webinar and download the full presentation below
Additional Resources
Learn how we can assist you and your family plan for retirement, transition into retirement and live comfortably through retirement.