As you look to the future, will you have the resources to support the Lifestyle you want?
In this episode, Beth Blecker and Matthew Blecker share some of the financial opportunities made possible by the Secure Act and availability of Roth Conversions. Along with the important distinction between Retirement and Estate planning.
Beth and Matthew discuss:
- The ways Roth Conversions can help you minimize your taxes
- Pros and cons of Roth Conversions
- How the Secure Act II would change the starting age
- The difference between Retirement Planning and estate planning
- And more
Connect With Eastern Planning:
Drawing upon her many years of experience in retirement planning and particular expertise in distribution strategies, Beth Blecker provides clients approaching their retirement years or in times of transition with proactive financial strategies. She understands that it's not just your money, it's your life and works towards helping establish financial balance.
A long-time member of Ed Slott Master Elite Advisors, an organization of financial advisors dedicated to serving as leaders in the IRA industry, Beth teaches retirement planning and distribution strategies to local CPA groups and corporations, as well as at various financial services industry events.
A graduate of Fairleigh Dickinson University, Beth helped launch Eastern Planning in 1995 after a 20-year career in corporate and public accounting. In 2000, she took over as CEO and has grown Eastern Planning into a firm known for its personal, practical advice and superior client service.
