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Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!
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Innhold levert av Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rolling over old 401Ks leads to a discussion on the advantages of consolidating accounts into an IRA. Finally, Ronnie asks whether it’s a good idea to have investments, taxes, and legal documents handled by the same firm.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule A 15 Minute Consult: http://PathfinderChat.com
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