Simply Financial With Christopher Calandra

Roth IRAs & How They Fit Into A Tax Efficient Retirement Income Plan

Episode Summary

Planning for Retirement can be tricky at times because of taxes. Learn how Roth IRAs can fit into a tax efficient retirement income plan.

Episode Notes

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Special Guest: Doug Ewing, Vice President, Nationwide Retirement Institute, Insights & Solutions Field Team

Doug Ewing, JD, CFP, RICP, started his career with Nationwide® in 2019 with more than 15 years

of industry experience. Doug serves the western region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and plan participants about the latest in retirement income solutions.

Prior to Nationwide, Doug was with Transamerica Capital Inc., where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers.

An accomplished public speaker with extensive main-stage, breakout and national webinar presentation experience, Doug covers topics such as health care, long-term care, Social Security benefits and tax-efficient retirement income.

Doug was admitted to the Massachusetts Bar Association in 1990 and got his start in the financial industry in 2003 as a financial professional with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed.

Doug Ewing's Full Bio

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