Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Life Insurance

Video: On Roths, Taxes and Protecting Assets

X
Your article was successfully shared with the contacts you provided.

In this exclusive video clip, Ohio advisor John Zidan explains how Baby Boomers need to factor in tax considerations and address safe money investments when planning for their retirement. As Zidan explains in the video, “All your investments in a 401K are taxable. The stock market is controlled by hedge sales and short sales and inside information and, most importantly, the media.  To a Baby Boomer they need to protect all of their assets and keep all of their gains and keep it tax deferred.”

Click on the clip to gain more of Zidan’s insights on how Boomers and all investors can protect their assets through safe investments. And, if you would like to share your thoughts on video, send me an email at [email protected] I look forward to hearing from you. 


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.