The Retirement Sweet Spot

Original Air Date: December 16, 2023

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions. 

Read the Article: https://www.henssler.com/the-retirement-sweet-spot-benefits-of-roth-iras-for-new-retirees