Secrets of Roth Conversions for Retirees : Using Fixed Indexed Annuities
Secrets of Roth Conversions for Retirees : Using Fixed Indexed Annuities
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Author(s): Weidner, Jeff
ISBN No.: 9781967012046
Year: 202501
Format: Trade Paper
Price: $ 17.93
Dispatch delay: Dispatched between 7 to 15 days
Status: Available

With a wealth of experience spanning multiple industries and roles, I am dedicated to ensuring individuals, families and business owners achieve a financially secure and fulfilling retirement. My name is Jeff Weidner, and I am a Licensed Retirement Specialist. Specialization: I specialize in Decumulation Strategies and creating Guaranteed Income for Life, Roth Conversion Strategies, Maximizing Social Security, Retirement Tax and Long Term Care Strategies, My goal is to ensure that my clients do not outlive their income, providing them with the peace of mind to enjoy a happy and financially secure retirement. Clientele: I work with a diverse range of clients, including individuals, business owners, and soon-to-be retirees, as well as those already enjoying retirement. My focus is on personalized strategies that cater to each client's unique financial situation and retirement goals.


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