Roth Conversions 2.0

Where do you even begin when retirement is around the corner? Many soon-to-be and current retirees find themselves overwhelmed by a maze of accounts, rules, and high-stakes choices. Alan Becker shares the five most common—and critical—questions he hears in his office, demystifying topics like Social Security timing, rollovers, withdrawal strategies, and Roth conversions. Tune in as Alan and Nikki Vivas highlight surprising pitfalls, practical insights, and why your plan should never be 'one size fits all. On this episode of "Retire Right with Alan Becker," Alan and the Retirement Solutions Group team break down essential retirement planning topics, including taxes, Social Security, long-term care, and market trends. Discover actionable strategies and real-life advice to help you navigate the complexities of retirement. Whether you’re planning for the future or managing your retirement right now, you’ll find valuable tips to help you retire with confidence.