1 episode

Chuck and David Bartman are a father-son team and owners of the Senior Financial Center in Detroit, Michigan. As financial professionals, they focus on helping people near retirement protect their life savings. “Safer Income for Life” is designed to discuss the issues of retirement and how to build income you cannot outlive.

Safer Income For Life Charles & David Bartman

    • Business

Chuck and David Bartman are a father-son team and owners of the Senior Financial Center in Detroit, Michigan. As financial professionals, they focus on helping people near retirement protect their life savings. “Safer Income for Life” is designed to discuss the issues of retirement and how to build income you cannot outlive.

    Should you consider a Roth conversion?

    Should you consider a Roth conversion?

    Taxes may go up in the future. If you have a 401k, 403b, or IRA that means a bigger bite from Uncle Sam when you access that money. Is there something you can do now to soften or avoid it?

    • 9 min

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