In this episode, Matt Goolsby and team tackle the topics of the day including tax harvesting, grief-brain, rising Medicare costs, and the One Big Beautiful Bill and how it affects your taxes.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team talk about OB3, reviewing Medicare plans, and the confusion about Roth Conversions.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team discuss losing out on almost a quarter of Social Security, tax deductions, and dealing with your spouse's estate.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team talk about OB3 bills effect on gamblers, unintended automatic enrollment into Medicare, and a Million-Dollar Mistake.

Go to RetirementHelp.com to learn more

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team dive into the "One Big Beautiful Bill" and look at some negatives you should be aware of.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #Trump #onebigbeautifulbill #congress #republicans

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team discuss disaster striking, last-minute estate planning, and retirement planning when you own a small business.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team discuss how taxes could get worse as you age, IRMAA, and mid-year tax withholdings.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team talk about long-term health risks, a 94-year old woman and her daughter, as well as estate planning from the ICU.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Investment advisory services are dually offered through Foundations Investment Advisors, LLC, an SEC-registered investment adviser, and Market Investment Group, LLC, an SEC-registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. This show is presented by Market Investment Group, LLC, an SEC registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the show’s publication and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this show is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. This is not endorsed by the U.S. government or associated with any federal Medicare program. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all your options. All client or prospective client names have been changed to protect the identities of the individuals discussed. All rights reserved.

In this episode, Matt Goolsby and team discuss a sad widow story, TrOOP, and why you can't send checks into the IRS anymore.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare

Between 03/2020 and 06/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services are dually offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser, and Market Investment Group, LLC ("Market"), an SEC registered investment adviser. The investment adviser representatives of Market are also affiliated with and registered through Foundations Investment Advisors, LLC, and may provide services on behalf of both firms to clients or prospective clients where properly licensed or exempt. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.

In this episode, Joshua Cicora and team discuss Social Security, losing a spouse, and Tax Form 5498 that you might have gotten in the mail recently.

#retirement #podcast #show #money #finance #stockmarket #taxes #estateplanning #medicare #healthcare #tariffs #trump #doge #departmentofgovernmentefficiency

Between 03/2020 and 04/2025 investment advisory services were offered through Foundations Investment Advisors LLC (CRD#:175083)

Unless otherwise indicated, all client and prospect names mentioned on this show have been changed to protect the identities of the individuals discussed. Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is intended for informational and educational purposes only. The views, statements and opinions expressed herein are those of the individual speaker(s) and not necessarily those of Foundations and its affiliates. The information contained herein does not constitute an offer to sell any securities or represent an express or implied opinion or endorsement of any specific investment opportunity, offering or issuer. Any discussion of performance or returns is not indicative of future results. Each individual investor’s situation is different, and any ideas provided may not be appropriate for your particular circumstances. Foundations only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. No legal or tax advice is provided. Always consult with a tax professional. Legal services are offered by Eidelman Law Firm. Tax services offered through Market Tax Services. Market Advisory Group does not provide legal or tax advice. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC. The Guest Commentators featured in this show are not investment adviser representatives of Foundations and do not provide advisory services. Market Advisory Group does have several investment adviser representatives that can provide such services. This is not endorsed or affiliated with the Social Security Administration, any federal Medicare program, nor any U.S. government agency. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved.