As a retiree there are several key planning tools and sources of income that can impact your financial future. Johnson Financial Group recently hosted a webinar to discuss planning strategies that can help keep you in the post-retirement redzone, including:

  • Roth conversions and when it makes sense to utilize this option
  • Minimize taxes in retirement
  • Medicare costs and secondary coverage considerations

Featured Speakers

robert-warner.jpg Robert Warner
EVP, Pilot Program
Johnson Financial Group
chuck-allison.jpg Chuck Allison, CFP®
VP, Wealth Advisor
Johnson Financial Group
bill-davis.jpg Bill Davis
Consultant, Pilot Investor Relations
Johnson Financial Group

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Presentation


View the recording of the Roth conversions and your post-retirement redzone webinar and download the full presentation below

DOWNLOAD PRESENTATION

Additional Resources

Learn how we can assist you and your family plan for retirement, transition into retirement and live comfortably through retirement.