The $10M Mistake: What Retirees Overlook
Description
What if your retirement plan is chasing the wrong number? In this episode of Retirement For Living, JoePat Roop explores how business owners, retirees, and everyday savers can avoid costly tax mistakes, rethink Roth conversions, and use annuities to build lifetime income. From dodging IRMA surcharges to understanding the real impact of leaving behind a large IRA, this episode is packed with practical insights and candid advice. Whether you're selling a business or planning your legacy, this conversation helps you align your retirement goals with what truly matters.
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