How long does it take to develop a Roadmap for Retirement? | A listener asks about IRA tax protection | The family caregiver conundrums | Are we headed for a recession? | The 101 rules and tax penalties for your IRA | Is it time for a Roth conversion?
Fire Your Financial Advisor by Golden Reserve · Greg Aler
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Show Notes
Is 6 hours enough time to develop your Roadmap for Retirement – and what should it include? A Newark, OH caller asks how to protect his IRA from Uncle Sam in retirement. Why relying on a family member as a caregiver may not be the safest plan for long-term care. The realties of a recession and your retirement plans. Why the ‘widow' penalty and 'kiddos’ penalty are all part of Uncle Sam’s plan for your IRA. Talking about the right time to do Roth conversions. Learn about Greg’s upcoming book release, ‘Fire Your Financial Advisor’. The bitter truth about fees, and how they get away with it.
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