In this episode, William Decker talks about the retirement RedZone:

• Stretch IRAs
• Roth conversions
• Passing wealth to the next generation

Key takeaways:

• Retirement planning is about more than just returns
• Plans for legacy, longevity, lifestyle, and liquidity are important and even more so when making the transition from accumulation to the distribution phase of life.

To purchase the Emergency Info File course, please visit:

https://www.gotittogethernow.com/pickyourplan

If you are interested in being a guest, with a story to tell, go to the website and complete the Storyteller Application. at https://legacytherapypodcast.com/getinterviewed

William Decker’s information:

decker@ft.newyorklife.com

951-970-4445