The investment life cycle, how a point to point product works, and a Roth solution

from The Safe Money Retirement Show · host Tim Wood. CFF

We'll explore the investment life cycle and how that affects you in retirement, discuss how a point to point safe money retirement plan works, and look inside a case file where a couple in their 70’s wanted to be able to transfer different amounts to a Roth product every year. Join me each week for a FREE education on how to keep your retirement safe, REALLY safe!www.SafeMoneyRetirement.com

Episode metadata supplied by the publisher feed · Published Apr 6, 2022

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The investment life cycle, how a point to point product works, and a Roth solution

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