Is is the balance in your nest egg? How about market returns, tax rates or something else? John talks about what's truly important when\ it comes to your financial well-being on this episode of The Retirement Roux.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

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Some economists are calling for the elimination of IRAs and 401(K)s, a tax-deferred benefit that many contributors currently enjoy with their retirement plan. While this is just a thought right now, it does inspire the question: is there a more tax-savvy way to save for my retirement? John discusses this and more on this episode of The Retirement Roux.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

See omnystudio.com/listener for privacy information.

With markets at all time highs and tax rates as low as we may see for the foreseeable future, the benefits of Roth conversion seem apparent, but how should you go about doing it, if at all? John discusses this and more tax saving strategies on this episode of The Retirement Roux.

Like what you hear? Get a second opinion on your current retirement plan by contacting Matthew James Tax and Wealth Management today!

See omnystudio.com/listener for privacy information.