Why Americans Aren’t Using the Best Approach to Lifetime Income
An SPIA provides a savvy approach to guaranteed income for life, but many Americans aren’t investing in them due to three common concerns.
The Roth Conversion Mistake That Could Sink Your Retirement
David kicks off the conversation by revealing that tax rates will revert to where they were in 2017 – you have only four years to take advantage of the historically low tax rates and do a Roth conversion. David explains that most people will try…
