Sit down with John Biedenstein, AIF®, CPA and Colin Day, CFP®, MBA as they talk roth — Roth IRA's, that is.
Which is really better: a Roth IRA or a traditional IRA? What does it mean for me? How does a Roth IRA conversion work and should I do one? How do I minimize my tax burden? How do I invest and react to the down market of Summer 2022? If you are like us, these are the types of questions that get your blood pumping. If talking about taxes and investments isn't your idea of a good time, even better. We chat about all the factors and considerations that go into Roth IRA retirement planning and boil everything down in this episode of Capital Conversations, brought to you by Correct Capital Wealth Management.
Remember to speak to your financial advisor about your personal investment situation and follow Capital Conversations to stay in the know about the latest market trends, how to navigate our economy, planning for your retirement, and more.
About Correct Capital Wealth Management
Correct Capital is an independent, privately held wealth advisory firm offering independent, objective, unbiased investment and financial planning services to St. Louis area businesses, individuals, and families. As a fiduciary wealth management advisory, we prioritize our clients and their own financial journeys. No matter where you are in life, we are here to help you plan for today, tomorrow, and your future.
Our seasoned fiduciary advisors leverage the best technology platforms and investment research to develop your custom financial plan. We design sound wealth management plans that meet you where you are now and can help you reach your financial goals. Whether you are years away from retiring, approaching retirement, or are currently enjoying retirement, we can help you take advantage of opportunities in the present to obtain peace and security for your future.
Learn more about our areas of expertise, including:
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401(k) Services
Tax Planning
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401(k) RolloversOr reach out to our financial planners directly by contacting us online.
*Legal Disclaimer: The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Correct Capital Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Correct Capital Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Correct Capital Wealth Management unless a client service agreement is in place.