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

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP® and Taylor Schulte द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Taylor Schulte, CFP® and Taylor Schulte या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3M ago 47:50

MP3•एपिसोड होम

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.

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EPISODE RESOURCES:

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