Family First Retirement
Annuities, Roth conversions, and taxes often come with strong opinions—and plenty of confusion. George Politarhos breaks down how these tools fit into income planning without becoming all-or-nothing decisions. The episode explores balance, risk, legacy considerations, and how timing influences tax outcomes in retirement planning. For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com [https://www.patriawealth.com]! Follow us on social media: YouTube [https://www.youtube.com/@PatriaWealthGroup] | Instagram [https://www.instagram.com/patriawealthgroup/] | Facebook [https://www.facebook.com/PatriaWealthGroup/] | LinkedIn [https://www.linkedin.com/company/patriawealthgroup] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.
153 episodios
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