Equipping Points:
In retirement, even if you’ve saved more than you’ll need, there are still a lot of questions that come up as you make wise decisions about what to do with your money. Eric answers three questions from retirees on how to best navigate what they have and how to rest easy in retirement. If ever you have a question for Eric, feel free to reach out!
Here’s what we talk about in regard to Roth conversions:
- Why you should consider a Roth conversion and what it is. 2:38
- What the limits are and why a conversion benefits high-income earners. 4:30
- Avoid making these common Roth conversion mistakes. 5:43
- Act wisely and have a tax analysis. 7:09
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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