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Up Your Assets· Ep. 30

Up Your Assets ~ Roth IRA Conversions: When it Makes Sense and When it Doesn't

This episode features some great perspective from the podcast host Ray Ferrara. Where he explores the strategic considerations of converting traditional IRAs to Roth IRAs, including benefits, drawbacks, and timing tips to optimize retirement planning. Ray does not have a "Crystal Ball" and this is not a prognostication...however he provides some poignant and thought-provoking concepts on how to hedge potential tax changes in THE FUTURE.

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  1. Ep. 31

    Up Your Assets ~ The Hidden Risks That Quietly Drain Your Wealth - and How to Avoid Them

    In this brief but bold episode, Ray shares several essential strategies for preserving and growing your wealth! It is so important to remain vigilant and keep focused on risk management, proper tax strategies, liquidity when needed and organized estate planning. Take a listen and learn some quick tips on how to keep your wealth intact!

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