Roth Conversions | Life Unlimited

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You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.

A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.

In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.

Larry discusses:

How to find out your risk tolerance in a bear market
How you can review and rebalance your asset allocation during a bear market
What you should be doing with your cash right now
Ways to remain calm when your portfolio continues to go down
And more

Resources:

Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)

Connect With Larry Heller:

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If you still haven’t started your year-end planning yet, now is the time to start. Planning will help you keep more money in your pocket and less in the government’s pocket.

In this episode, Larry Heller shares year-end planning recommendations for retirees so you don’t miss any of these timely planning opportunities.

Larry discusses:

Why retirees need to take their acquired minimum distributions
Ways you can save money from taxes
Roth conversion and cash flow planning strategies
Charitable contribution planning strategies
And more

Connect With Larry Heller:

Life Unlimited

Tag Archives: Roth Conversions

Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)

98. Year-End Planning Recommendations for Retirees