Smart Moves Before 2026

Rey and Scott Discuss Rey’s most recent training and go intotax-efficient retirement strategies. Also addressed is the urgency of Roth Conversions and the importance of having money spread across tax-deferred, current, and tax-free buckets to manage taxes better.Original Air date: 03/16 & 03/23 2025Investing involves risk, including the potential loss ofprincipal. Any references to protection, safety, or lifetime income generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities ofthe issuing carrier. This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer and no statementmade during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the US Government or any governmental agency. The information and opinions contained herein provided by the third partieshave been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. This show is a paid placement.