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The Secret Backdoor Roth IRA

The Secret Backdoor Roth IRA – Ep84

It can be hard to save in a retirement account if you make a lot of money. One of my favorite strategies is what I call "The Secret Backdoor … [Read more...] about The Secret Backdoor Roth IRA – Ep84

Will $1 Million Be Enough Money to Retire?

Can You Retire on 1 Million Dollars? – Ep81

One of the most common questions is, "Can You Retire on 1 Million Dollars?" While I'm not allowed to give you specific advice, today, … [Read more...] about Can You Retire on 1 Million Dollars? – Ep81

Should I Transfer My 401k to an IRA?

Should I Transfer My 401k to an IRA? – Ep80

One of the most common questions we hear from clients preparing for retirement or changing jobs is “Should I transfer my 401k to an … [Read more...] about Should I Transfer My 401k to an IRA? – Ep80

Common Scams and How to Avoid Them

Common Money Scams and How to Avoid Them – Ep79

Money scams continue to rob people of their hard-earned money. In fact, the Federal Trade Commission reported that consumers lost almost … [Read more...] about Common Money Scams and How to Avoid Them – Ep79

4 Tips How to Spend Money Wisely

4 Tips on How to Spend Money Wisely – Ep77

By spending your money wisely, you’ll have more to invest in yourself and the people you love. Most of us want to make the most of our … [Read more...] about 4 Tips on How to Spend Money Wisely – Ep77

What Happens When Someone Dies Without a Will?

What Happens When Someone Dies Without a Will?

Most people have no idea how dying intestate (without a will) will impact their loved ones. They are also unaware of the probate process or … [Read more...] about What Happens When Someone Dies Without a Will?

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Estate & Retirement Strategies, LLC, (“ERS”) is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics from various third party sources.

ERS  is a state-registered investment advisor located in Arizona and conducts business where properly licensed.

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