Month: November 2019

FEATURE
Episode 22 – To Roth or Not to Roth

Episode 22 – To Roth or Not to Roth

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

It’s an age-old question: to Roth or not to Roth? Deciding whether to use a Roth IRA for your retirement savings can be a tricky decision.

In this episode of Wealth Is in the Details Podcast, Peter Raskin explains the parameters of the Roth IRA and helps you to decide whether it’s right for you.

In this episode, you will learn:

  • The difference between the traditional and Roth IRA
  • How a Roth IRA can save you money in taxes
  • Who is eligible for a Roth IRA
  • What happens with inherited Roth IRA funds
  • And more!

Tune in to learn the ins and outs of Roth IRAs and to see if they are the right option for you!

Resources:  Raskin Planning Group

 

CRN-2686578-081519

 

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

 

FEATURE
Episode 21 – What Are Your Financial Assumptions?

Episode 21 – What Are Your Financial Assumptions?

By |

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | Email | TuneIn | RSS | More

Biases are a part of everyday life. Financial assumptions can be harmful to your financial goals…but not always!

In this episode, Peter Raskin explains how assumptions can impact your long-term financial goals, both positively and negatively. 

In this episode, you will learn:

  • Why you need to be cautious when making assumptions about finances
  • How small nuanced changes can help set you up for financial success
  • How inflation plays into the need for a spend-down strategy
  • Why you shouldn’t be scared of comprehensive financial planning
  • And more!

Tune in to learn about financial assumptions and why you should take them with a grain of salt!

Resources:  Raskin Planning Group

 

CRN-2655734-072419

 

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.