Are you risking your retirement by trusting “permanent” tax cuts and cookie-cutter advice? This episode unpacks the real impact of Roth conversions, explores new portfolio strategies beyond the classic 60-40 split, and reveals the warning signs that your financial advisor may not have your best interests at heart. Discover why retirement planning is never one-size-fits-all and how to protect your future from hidden fees, shifting tax laws, and poor financial coaching.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

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