<ul> <li>Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes.</li> <li>Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits.</li> <li>Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans. </li> </ul> <a href="https://calendly.com/golf18/bulletproof-retirement-plan?month=2024-07">Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560! </a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes. Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits. Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans. Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560! See omnystudio.com/listener for privacy information.

<ul> <li>Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes.</li> <li>Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits.</li> <li>Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans.&nbsp;</li> </ul> <a href="https://calendly.com/golf18/bulletproof-retirement-plan?month=2024-07" rel="noopener noreferrer">Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560!&nbsp;</a>See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Maximizing Tax-Free Income with Roth Conversions

Planning for retirement is not a guessing game.  Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market?   When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? 

For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.  

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation.

Tune into Steve's weekly radio show, "Ready Set Retire"  Saturdays @ 6am on WXTK!

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Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income. Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

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Maximizing Tax-Free Income with Roth Conversions

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