PLANNED SOLUTIONS CURRENCY FLUCTUATIONS ROTH CONVERSIONS STUDENT LOANS OR INVEST
On this episode of the Planned Solutions Financial Review Podcast we discuss Currency Fluctuations leading to Financial Market Volatility. Roth Conversions under the Tax Cuts and Jobs Act and what it mean for individuals. Also, an important question. Pay Off Student Loans or Invest? What's your best option? Plus, its not too late to register for our 16th Annual Cancer Charity Golf Tournament & BBQ! NEW LOCATION FOR THE TOURNAMENT THIS YEAR! Date: Friday, September 7, 2018 Time: 9:00am shot gun tee time Location: Rancho Murieta Country Club - North Course 7000 Alameda Drive Rancho Murieta, CA 95683. Fees: $120 per golfer – all-inclusive w/ BBQ ($25 goes to cancer charity) $25 per non-golfer - BBQ only ($5 goes to cancer charity) Format: Scramble RSVP by: August 17, 2018 Not a golfer? Join us for the BBQ for $25 per person. The BBQ will begin around 1:30pm. The food is really wonderful and a good time is to be had by all! If you can’t join us in person but would like to participate please make a donation to your favorite cancer charity. Donations can be sent to us, mailed directly to the charity, or made via the charity’s website. Please make the donation check payable to the charity. If you choose to mail your donation directly or make your donation through the charity’s website, please return the RSVP form to us listing the amount of the donation so that we can track the totals. We look forward to seeing you! Planned Solutions, Inc. · A Registered Investment Advisory Firm 1130 Iron Point Road, Ste 170, Folsom, CA 95630 · Phone: 916-361-0100, 800-750-2111 www.plannedsolutions.com