• Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)

  • Jul 31 2024
  • Length: 48 mins
  • Podcast

Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)

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  • Summary

  • Are you ready to get answers to some BIG retirement questions?

    Questions such as:

    ➤ What role does the equity in my home play in my retirement plan?

    ➤ Why should I do Roth conversions to help mitigate taxes on my kids' inheritance?

    ➤ Are closed-end funds a good investment?

    ➤ How do I properly evaluate pension vs. lump-sum decisions?

    Today on the show, I’m answering these questions (and more!) with my good friend, Roger Whitney.

    I'm also providing an update on the Retirement Podcast Network after taking a hint from 1,000+ retirement savers.

    ***

    FREE RETIREMENT PLANNING RESOURCES:

    Subscribe to the Stay Wealthy Retirement Newsletter!

    As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

    You'll also receive my weekly retirement newsletter :)

    👉 Click here to subscribe and grab your cheatsheets.

    ***

    EPISODE RESOURCES:

    📊 Get Your FREE Retirement & Tax Analysis!

    ✏️ Grab the Episode Show Notes

    📘 Check Out the Retirement Podcast Network
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