Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard's unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.
Episodes
Thursday May 20, 2021
Thursday May 20, 2021
Taxes are a big focal point for retirees and this will likely continue into the future. So can a Roth be a good choice for you? Can a conversion be a useful tool for you? This week we discuss the conversion conversation.
Show Notes:
Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3
Website: http://carolinaretirementresources.com/
Phone: 800-646-5996
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