The Retirement Spectrum

Roth Conversions, Risk & Retirement: What You Need to Know Now


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Is your retirement plan built to last 30 years—or even 40? In this episode of The Retirement Spectrum, Alan Cohen breaks down the real risks retirees face, from rising taxes to outliving their savings. He explains how Roth conversions, protective growth investments, and income planning can help you build a more resilient retirement strategy. Whether you’ve saved $500K or $5 million, Alan shares how to structure your portfolio for confidence, flexibility, and long-term success.

To learn more about Alan and the team at Spectrum Wealth Partners, go to www.spectrumwp.com.

 

 

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The Retirement SpectrumBy Alan Cohen