Episode 6: Roth IRA Conversion for High Earners

Bradley R. Crockett, CFP®, CEPA™️ |
Emerald GEMs
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June 9, 2020—The global pandemic has created challenging economic times. What strategies can high earners with retirement investments that are currently undervalued, or who expect a low-income year, take advantage of? National Director of Advanced Financial Planning, Bradley Crockett, discusses how this may be an opportune time to convert assets from a traditional IRA to a Roth IRA for long-term tax saving benefits.

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Episode 9: U.S. Federal Debt—From Bubble to Balloon

Tony Roth and Luke Tilley |
Capital Considerations with Tony Roth
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May 18—$6.0 trillion. Roughly half of that was recently given out to ease Americans’ COVID-19-induced economic suffering—with nearly another $3 trillion now proposed. That’s atop a U.S. debt tab of over $20 trillion. Our CIO Tony Roth and Chief Economist Luke Tilley discuss why it matters, whether we should be worried, and the importance of having a plan. Please listen to important disclosures at the end of the podcast.Don’t let important insights pass you by.

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Episode 2: Is There a Planning Silver Lining to This Economic Downturn?

Alvina H. Lo |
Emerald GEMs
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May 12, 2020—In this time of economic and market uncertainty, many are asking: Is there a planning silver lining to this economic downturn? Chief Wealth Strategist Alvina Lo discusses how using a grantor retained annuity trust (GRAT) as an estate planning tool may be beneficial in our current economic climate. Why? Because its success is tied to two things: low interest rates and low valuation of assets—both of which we have today.

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