Stay Wealthy Retirement Podcast 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!