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With the end of 2020 upon us, Mark suggests several important reminders for those in pre-retirement or retirement to consider when it comes to tax planning for the future. These are practical steps you can take with the help of qualified advisors to help ensure a sound financial future for you and your family. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 30:05 — 20.7MB) | Embed

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On today’s podcast, Mark reveals the four most pressing questions that people have before entering retirement. These are the questions that often keep us up night.
Mark offers answers to these questions, explaining how the right team in place doing strategic planning will make a difference. The goal is always making sure clients won’t have to worry about money in retirement.  And that folks will sleep soundly knowing a firm has their best interests at heart always. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.

Podcast: Play in new window | Download (Duration: 29:59 — 20.6MB) | Embed

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As the year comes to a close, many have questions about converting to Roth IRA’s.  For many it’s a terrific option, but is it right for all?  Is it right for you? Mark examines some of the pitfalls, things to be aware of as you consider conversion. It is about knowing the facts, assessing your own unique situation and receiving the best possible advice as you go forward. Click here to learn more about Mark Rowlette, founder of South Shore Retirement Services.