Our topic for this episode is Roth versus Traditional IRAs, and which account makes better sense for you to use.

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Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com

Concentration risk means you've got too much of one thing. I'm sure you're looking for a black and white answer on what is too much. And unfortunately, there is no exact number, but there are clues. It's the principle of don't put all your eggs in one basket.

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Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com

This podcast covers the major financial decisions leading into retirement focusing on a core checklist of choices.

1. Determining the Timing and Affordability of Retirement
2. Optimizing Social Security Strategy
3. Establishing a Tax-Efficient Withdrawal Order,
4. How to bridge the gap between regular private insurance and Medicare.
5. Working them all together

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/info.primegen@gmail.com