Retirement Insights
Welcome to "Retirement Insights" a podcast by InFocus Financial Advisors, Inc. Providing retirement advice, strategies, and insights to the soon to be retired, newly retired, and retirees of all ages. This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 31454 Winterplace Parkway, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Retirement Insights
Episode 31 - Roth Conversion Strategies
In Episode 31 Eric and Robert cover Roth IRA conversions and strategies - a popular tax planning tool to take advantage of lower marginal tax rates to reduce overall lifetime taxes paid and increase net-worth. Our advisors cover the rules, basic concepts of how to implement, and things you should consider in determining if partial Roth IRA conversions may be appropriate for you.
This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 31454 Winterplace Parkway, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.