You have spent years saving up for retirement. Then you start to take out your retirement income and you have to pay taxes on it. How can you protect your retirement income?

In this episode, Tom Selbo is joined by Chad Broberg, a wealth advisor at Landmark Wealth Management Group, in discussing Roth IRAs, their role in retirement and tax planning, and when you should consider adding them to your plan.

Chad focuses on:

• What a Roth conversion is
  
• Why they are important in retirement planning
  
• When clients are most in need of Roth IRAs
  
• What clients don’t realize about taxes and how Roth IRAs provide a solution
  
• And more
  

Resources: 

Episode 13 – IRAs vs. Roth IRAs: Delayed Gratification (Ep. 13)

Connect With Chad Broberg:

LinkedIn: Chad Broberg

Connect With Tom Selbo:

• Tomselbo@landmarkwealth.net
  
• https://www.landmarkwealth.com/
  
• LinkedIn: Tom Selbo
  
• 408-984-8777
  

About Our Guest:

After teaching middle school math Chad became a wealth advisor in 2001. He is passionate about developing and managing a strategy for his clients in or nearing retirement that allows them to confidently navigate the ups and downs of the stock market and life, so they can truly enjoy the retirement they worked so hard to create.

Chad has earned numerous financial planning industry designations, as well as various awards.  Chad graduated with degrees in Education and Math from Saint John’s University in Collegeville, MN.

The content has been made available for informational and educational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product.  Always seek the advice of your financial advisor or other financial service provider with any questions you may have regarding your investment planning.