Roth Money: The Ultimate Retirement Hack

Roth money is one of the most powerful retirement tools out there. It locks in today’s tax rates, saves you from future hikes, and gives tax-free income. Plus, your heirs inherit it tax-free! Need flexibility? Roth lets you withdraw funds without spiking your taxes. No matter your income, it’s a win—check out my full video for details!
Want more in-depth financial strategies? Subscribe to my Substack where weekly, I break down complex financial strategies into actionable steps you can easily implement in your busy life. My goal? To help you simplify your finances, achieve financial success, and live the life you want.
https://chisholmfinancialplanning.substack.com/

🗓️ Schedule an Introductory Call
https://calendly.com/chisholmjenny/introductory-call

Chisholm Financial Planning & Investments is owned by Jenny Logan and is a registered investment advisory firm regulated by the Securities & Exchange Commission in accordance and compliance with US securities laws and regulations. Chisholm Financial Planning & Investments does not render, or offer to render, personalized investment or tax advice through any videos or other content on any social media platform to include YouTube. The information provided in these videos is provided without compensation and for informational and educational purposes only and does not constitute financial, tax, investment, or legal advice.

Copyright © 2025 Chisholm Financial Planning & Investments