In this interview, Marc Montini, Managing Partner at Montini and Farrah Tax Advisory Group in Phoenix, AZ, discusses the steps used to adequately plan for retirement. Watch the interview below to learn how to maximize guaranteed income sources such as social security, understand and manage expenses that will arise while in retirement, how to plan for required minimum distributions(RMDs), and why Roth conversions could be the best choice you can make to protect against future tax problems.
With 20 years experience in the financial services industry, Marc Montini and his partner Dennis Farrah help people build retirement plans in the most tax-efficient manner possible. Contact our office today at (480) 428-8005 if you would like assistance with your retirement and tax planning goals. www.montinico.com