More Brexit related uncertainty in the market, 5 challenges facing the next wave of retirees and how do Roth conversions affect your tax bracket?

The market looks set to remain rather unimpressive this quarter despite today’s jump thanks to Brexit related uncertainty. Brits are now grasping what they’ve voted for now that there are calls for a second vote and articles circulating such as Is Brexit Really As Distruptive As We Think or 4 Things That Have To Happen [now that the UK has left the European Union]. Other topics discussed today include:

• ThinkAdvisors’ 5 Challenges facing the next wave of retirees article
• “Crazy” Credit Cards for the Filthy Rich
• Protecting your debit card from identity theft
• Insurance issues small businesses often forget
• Maximizing your childs 529 plan
• Roth IRA conversions after retirement as part of distribution planning

 

 

Don’t forget to sign up for our 10 Pillars of Retirement Income Planning seminar on Thursday, July 28th at Double Tree by Hilton in Burlingame. Rob Black, Michelle Lerman and I will share investment ideas and estate planning mistakes to avoid that will help you live well for decades. Registration is only $5 so click HERE to sign up!

 

Email your money question to [e-mail] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)

 

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.