When is a Roth distribution Tax-Free??? How can you move from Taxable to Tax-Free?? Retirement Tax Expert Heather Schreiber explains in plain language how you can do this as you properly plan for your retirement. This is a MUST listen to episode. 

Tax-free income using a Roth IRA is possible if you structure your retirement properly. In this episode, Retirement Tax Expert Heather Schreiber explains the significant differences between a Traditional IRA and a Roth IRA. She also discusses RMDs and how to mitigate them. 

Retirement Tax expert, Heather Schreiber, joins Johnnie to unpack the difference between the two types of IRAs and how taxes impact your retirement. Listen to this episode, and you'll have a better understanding of how you can utilize these strategies so you can Retire at New Heights.

There are only three types of money when you look at retirement: pre-tax, post-tax, and tax-free. In this episode, retirement planning expert Johnnie Roberts explains the three types of money and why they are so important in creating a retirement plan that is safe and secure. 

Retiring on a three-legged stool is the best situation you can achieve. Unfortunately, many retirees today only have two legs on their stools. In this episode, retirement planning expert Johnnie Roberts will explain how to create that third leg using a personal pension plan. This will guarantee you have income for life and be able to enjoy retiring at new heights.

There are two phases in your financial life: the accumulation phase and the distribution face. Accumulation happens during your working years as you head towards retirement day. Distribution begins on retirement day and lasts the rest of your life. Listen to this insightful conversation with retirement expert Johnnie Roberts to understand these two phases in your financial life. 

One of the greatest fears of most retirees is outliving their money. In this episode, retirement planning expert Johnnie Roberts explains the concept behind the three-legged stool that our grandparents enjoyed and why retirees today normally only have a two-legged stool. This is a vital concept to understand as you begin planning your retirement. 

What does the ideal retirement look like to you? How do you want to spend your time enjoying life? Listen in to see what retirement expert Johnnie Roberts says about finding purpose in retirement. 

Many people will need some type of long-term care during retirement. This can be a huge expense that could devastate your family. In this episode, you'll learn how to plan for this possibility without draining all that you've worked so hard to save.

The government doesn't disappear during your retirement years. In fact, they are often more aggressive. Learn how you can plan today to lower your tax liabilities during your retirement years.