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Misconceptions about discretionary liquidity in retirement funds is a topic that, while crucial, often goes unmentioned.
Today's topic is a continuation of the last several weeks where we've been going through these retirement planning mistakes, with a special focus on one that is particularly interesting: the belief that you have liquidity in your retirement portfolio when you really don't.
See the full newsletter here: https://atlasfinancialinc.com/discretionary-liquidity-in-retirement/
Have you been considering a Roth conversion but aren’t sure how to handle the taxes or where to hold the funds? In this episode,...
In this episode, Marty Becker walks through a real retirement income case study involving a married couple who recently met with an advisor at...
Welcome to episode 4 of the Atlas Annuity Podcast with your host, Marty Becker, owner of Atlas Financial Strategies in St. Louis, Missouri. This...
