Gary Garland talks about former NBA star Jeremy Lin’s mom’s big sacrifice from her 401(k) and why drawing from a retirement account early is a big risk. He also talks about finding the right time to convert a traditional IRA to a Roth and why an advisor can help determine that. Gary also discusses “First Fridays” in the Integrated Wealth Solutions office in Manalapan and how listeners can get custom swag.
Come to the next First Friday in the Integrated Wealth Solutions education center and meet Gary and the team. There is light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on June 6th. They also have educational dinner seminars in June. Call the office or email info@iwfamily.com to learn more.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email info@iwfamily.com or send Integrated Wealth Solutions a message on Facebook!
See omnystudio.com/listener for privacy information.
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