RISA, LLC hosted a live event on September 9th featuring Alex Murguia and Wade Pfau discussing Roth conversion, RMD, and retirement tax questions.

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September 9th was looking a little too exciting, so naturally we had to join in. New tech. Football is back. And Alex Murguia and I are going LIVE. Seems like a perfectl…

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About RISA, LLC

Our Retirement Income Style Awareness® Profile, the RISA®, examines the decision-making factors that you consider among the various retirement income decisions and identifies your best fit. Your RISA® Profile takes the best that psychology and financial planning have to offer. The RISA® is the first financial personality assessment that identifies your retirement income style and implementation approach.

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