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Roth IRA: Convert or Contribute?

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com Roth IRAs are funded with money that you’ve already paid tax on, and then they grow tax-free. This

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5 Important Medicare Facts for Pre-Retirees

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com Most Americans who turn 65 are eligible for Medicare, a federal program that covers many health expenses for

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Do You Need a Durable Power of Attorney?

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com The durable power of attorney is a legal document that allows a trusted person to act in your

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About Paul Levin

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com Whether you’re a Baby Boomer facing retirement or a current retiree, retirement planning can seem like an overwhelming

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Paul Levin CFP®, ChFC®, RICP®

Retirement Income Certified Professional®