Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
Stay Wealthy Retirement Podcast · Taylor Schulte, CFP®
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Show Notes
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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