Episode 6: Roth, Social Security, and Tax Smoothing

Check Your Balances - A podcast by Ross Anderson, CFP® and Daniel Messeca, CFP® - Wednesdays

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Is the Roth IRA for you? When should you file Social Security? When does it make sense to accelerate your taxable income? Ross and Dan talk through three common planning issues in this week's show. E-mail us at [email protected] to submit your questions for the show! Send us a text Send your questions for upcoming show to [email protected] @checkyourbalances on Instagram