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Roth Conversions: Smart Move or Tax Trap? | The Retirement Red Zone: Are You Playing It Safe? | Portfolio Shake-Up: Is Private Equity Right for You?
Manage episode 514948531 series 3561329
Are Roth conversions really the golden ticket for your retirement—or could they push you into a costly tax trap? In this episode, Abe Ashton and Ethan break down the complexities of Roth conversions, reveal why the “big, beautiful bill” isn’t a one-size-fits-all solution, and explore new portfolio strategies like the 50-30-20 mix. Plus, learn who should—and shouldn’t—consider private equity in their 401(k).
As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.
Tune into Abe and his team on Tuesday at 5:30pm on Patriot Radio KSGO.
To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com
See omnystudio.com/listener for privacy information.
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