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