On this episode of The Retirement Guide, George breaks down the strategy of Roth IRA conversions. Learn the pros and cons of transferring funds from traditional retirement accounts to Roth accounts, including the tax implications. Find out the ideal times for conversions and situations where they may not make sense. Get tips on analyzing future tax rates and avoiding pitfalls.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more. Stay tuned for more insightful episodes. This is for education only. It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

Let's Connect!

Visit our Website: Capital Wealth Group

Please Subscribe: So you don't miss an episode:

Schedule a Free Introductory Call Today! (30min)

Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.

Any Questions or Topic Ideas? Send me an email at George@capitalwealthplan.com

In this episode of "The Retirement Guide Podcast" with George Jameson, CFP®, we dive into the top 10 retirement mistakes to avoid in your 50s.  George offers invaluable insights to help you navigate this critical phase of life. Learn how to save smarter, manage debt, invest wisely, and more, ensuring a secure and fulfilling retirement ahead. Tune in now for actionable advice tailored to your financial journey!

 Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more.  Stay tuned for more insightful episodes. This is for education only. It is not tax, legal, or investment advice. Before  acting on any information consult  your tax, legal, or investment advisor.

Let's Connect!

Visit our Website: Capital Wealth Group

Please Subscribe: So you don't miss an episode:

Schedule a Free Introductory Call Today! (30min)

Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.

Any Questions or Topic Ideas? Send me an email at George@capitalwealthplan.com

Get expert advice tailored to your unique goals. Join George Jameson, CFP®, MBA, in "The Retirement Guide" as he unveils a revolutionary approach to planning your dream retirement.

 Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Flat Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to The Retirement Guide. Please subscribe and leave a review. For questions, ideas, or to discuss your plan, contact me, George Jameson, at Capital Wealth Group. Website, capitalwealthplan.com to learn more.  Stay tuned for more insightful episodes. This is for education only. It is not tax, legal, or investment advice. Before  acting on any information consult  your tax, legal, or investment advisor.

Let's Connect!

Visit our Website: Capital Wealth Group

Please Subscribe: So you don't miss an episode:

Schedule a Free Introductory Call Today! (30min)

Capital Wealth Group is a Flat Fee-Only Advisory Firm located in Columbia, SC , serving clients locally in South Carolina and North Carolina and virtually nationwide.

Any Questions or Topic Ideas? Send me an email at George@capitalwealthplan.com