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At Take Point Wealth Management, our mission is to simplify investing and give thoughtful, intelligent advice to people who want added financial peace. We do this by always striving to deliver the best possible investment counsel and the most exceptional personal service. Visit www.TakePointWealth.com to learn more.
Episodes
Saturday Apr 02, 2022
Saturday Apr 02, 2022
On this episode of the Take Point on Retirement, Erick discusses the recent bounce-back in the markets and explains how you can reduce your future tax risk with a Roth ladder conversion.
You can catch our show every Saturday on WXJB 99.9FM at 7:30 AM and on AM860 and FM93.7 The Answer at 10:00 AM and 1:00 PM. We offer 100% complimentary consultations, give us a call today at (352) 616-0511 or click below to set an appointment with Erick.
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Listen to other episodes at: TakePointOnRetirement.com
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