Advanced retirement planning strategies can help optimize your plan.  Scot Landborg, host of the weekly podcast, Retire Eyes Wide Open, shares his top advanced planning concepts.  They include the restricted application, the backdoor ROTH, charitable strategy and more.  

Retire Eyes Wide Open

Ep #09: Advanced Planning Concepts

My name is Scot Landborg – I’m here to help you Retire with your Eyes Wide Open. That means having the information you need and the clarity you deserve. It means understanding and interpreting the world as it changes. It means knowing about investments, taxes, social security, and estate planning and how they are all connected. And probably most important – it’s about living your best retirement life. The good life! Send us a listener question or schedule a consultation for more personalized information at RetireEWO.com Join me each week as I show you how to Retire with your Eyes Wide Open! Scot Landborg is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp. (Member FINRA/SIPC). USA Financial Securities is a registered investment adviser located at 6020 E Fulton St., Ada, MI 49301. Sterling Wealth Partners, LLC and Scot Strategy, Inc. are not affiliated with USA Financial Securities. CA Insurance #0G89727

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Retire Eyes Wide Open