Monthly Archives: March 2019

Episode 40 – Larry’s Top 5 IRA Planning Strategies

You may be contributing regularly to an IRA, but do you have a strategy that can help boost your retirement savings?

Get ready to make better use of your IRA. In today’s episode, Larry Heller covers his top five IRA strategies: tax planning; stretching beneficiaries; doing Roth conversions; creating wealth for the next generation; and doing backdoor Roth conversions.

In this episode, you’ll learn:

    What the differences are between a regular IRA and a Roth IRA
    How age and income levels affect contribution limits
    A common beneficiary oversight that you don’t want to make
    Who can benefit from Roth conversions and why
    How to use Larry’s top five IRA strategies
    And more!

Tune in now and learn IRA tips that could help you hold onto more of your money!

Resources: Heller Wealth Management

Episode 39 – Estate Planning in Second Marriages — With Guest Steven Adler

Are you in your second marriage and wondering how to cover all the bases in your estate plan?

Today, Larry Heller speaks with guest, Steven Adler, about estate planning issues faced by couples in their second marriage and how to solve them.

In this episode, you’ll learn:

    The most common estate planning issues couples face in second marriages
    How couples may benefit from including a trust in their estate plan
    What tasks newlyweds in a second marriage should address early on
    The difference between a will and a beneficiary
    Different ways to handle situations where one spouse brings more assets to the marriage or is significantly older than the other spouse
    And more!

Tune in and find out what you need to know about estate planning in a second marriage!

Resources:  Heller Wealth Management | Law Offices of Steven M. Adler, PLLC