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Retirement Planning

A Roth Conversion in Retirement Can Optimize the Tax Efficiency of Your Portfolio [Video]

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A Roth Conversion in Retirement Can Optimize the Tax Efficiency of Your Portfolio

At Canopy Wealth Management, we know how crucial it is to maximize tax efficiency when it comes to your retirement distribution plan. That’s why we spend quite a lot of time evaluating current tax scenarios, identifying opportunities within certain tax brackets, and whether a Roth conversion is the best strategy for clients entering retirement. Learn more from Founder & Wealth Advisor, Eric Raether CFP

Disclaimer:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. ERn Financial, LLC, d/b/a Canopy Wealth Management (“Canopy”) is an investment advisor registered with the SEC. Additional information about Canopy is available on the SEC’s website at www.adviserinfo.sec.gov. Registration does not imply any level of skill or training. A copy of Canopy’s current written disclosure statement discussing Canopy’s business operations, services, and fees is available upon request.

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Retirement Planning

Always Be Prepared For Both Sides Of The Market | Stock Market Technical Analysis [Video]

Today was the first time in the last two weeks where a major tech company went lower on bad earnings...Tonight we discuss putting yourself in a position of control & being prepared for both sides of the market tomorrow.--💰 LEARN DAN’S PROVEN STRATEGY 💰 Unlock Dan's PS60 Process in this FREE 4 hour training video (not a sales video or webinar, just recorded training by Dan to help you win):https://ps60process.com Join our Discord community: https://discord.gg/ps60 Accelerate your success by trading live with Dan for 1 month (only $97 one-time payment, 100% satisfaction guarantee): https://ps60process.com/trade--🤔 WHY TRUST DAN? 🤔Dan is a proud father of 2 and creator of the simple and highly effective PS60 Trading Process. He shares his 20+ years of trading experience every day with those who are eager to become successful traders.Dan has been in the trading world since 1998. He started his career at Generic Trading in NYC as one of the early members of the top prop trading desks led by his mentor and late friend – the great Mayer Offman. He ran his first office for Generic Trading in 2001. Through this experience, he realized the importance of risk management while running a group of traders. Generic was eventually sold to the Royal Bank of Canada. Years later, he led another trading group desk at Assent that was sold to Sunguard.Dan has traded through the Dot Com era, 9/11, and the mortgage bubble. He has traded along side some of the top prop traders during his career and made lifelong friendships. All the experience and screen time led him to start Access A Trader in 2010.Access A Trader focuses on Dan’s proven PS60 Process and daily education to help you find your edge, master your process, and own your future.--🎉 HEAR FROM OUR SUCCESSFUL TRADERS 🎉https://www.youtube.com/playlist?list=PLQi2IV3lW6ja8gGXK0S6U32l3d5CWnoxE--📈 ADDITIONAL WAYS TO LEARN FROM DAN 📉Subscribe For New Videoshttps://www.youtube.com/accessatrader?sub_confirmation=1Connect With Dan For Daily Market InsightsTwitter: https://twitter.com/danshep55Stocktwits: https://stocktwits.com/danshep55Watch Dan's Recent Market UpdatesNightly Analysis: https://www.youtube.com/playlist?list=PLQi2IV3lW6jYWbLmHLojGpo0i-6oo9lGmWeekly Analysis: https://www.youtube.com/playlist?list=PLQi2IV3lW6ja6st5FA6NNIg_4xfUA3i1J--💚 COMMUNITY SUPPORT 💚Email support@accessatrader.com or visit: https://accessatrader.com/Leave your questions in the comments below and we’ll be happy to answer them 👍#Trading #AccessATrader #DanShapiro