Roth IRA Playbook for Tax-Free Retirement | S1E8 Winning at Life

Curious if tax-free retirement is actually possible? This week on Winning at Life, Gregory Ricks sits down with Wealth Advisor Mason Goynes to break down the Roth IRA Playbook for Tax-Free Retirement.

Learn how Roth conversions work, why timing and tax brackets matter, and how to supercharge your legacy planning. Get practical steps, hidden pitfalls, and real-world examples so you can make your money work for you and not just the IRS!

If you have questions or would like to discuss your unique financial situation, schedule your *no-obligation, 15 minute consultation* with Gregory Ricks Total Wealth TODAY: https://gregoryricks.com/schedule-a-visit/?utm_source=YouTube&utm_medium=Video&utm_campaign=YouTube+Schedule+a+Visit

Don't live near or office or just have a busy schedule? No-obligation virtual consultations now available: https://gregoryricks.com/virtual-consultation/

*Subscribe to our YouTube Channel:*
https://www.youtube.com/@GregoryRicksTotalWealth?sub_confirmation=1
*Find us on Facebook:*
Gregory Ricks Total Wealth https://www.facebook.com/gregoryrickstotalwealth
Winning at Life with Gregory Ricks
https://www.facebook.com/WinningAtLifeWithGregoryRicks

---
Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks Total Wealth are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.

This video is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Gregory Ricks Total Wealth is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Gregory Ricks Total Wealth.

Видео Roth IRA Playbook for Tax-Free Retirement | S1E8 Winning at Life канала Gregory Ricks Total Wealth