Ed highlights mistakes to avoid in retirement planning including not factoring inflation and longevity, overestimating income, and not finding the balance of conservative and aggressive in investing.  He then points out different strategies employed while examining Traditional and Roth IRAs.  He points out how a down market could be a good time for a Roth conversion and points out any drawbacks to be aware of. 

You can reach Ed Storer by calling 800-563-7030.

The Wealth Training Academy

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