Alan and Troy look at the new year ahead and share some deeper planning ideas that go beyond the basics to help with tax efficiency and more. Later they revisit the subject of Roth conversions and how to determine whether they are right for your plan.

Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.