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

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

Update: 2024-07-31
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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

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

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