Roth Conversions for Kids, Home Equity in Retirement, Pension vs. Lump-Sum (And More!)
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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 (RPN) after taking a hint from 1,000+ retirement savers.