Avoiding Mistakes in the First 5 Years of Retirement | Too Many Assumptions in an IRA-to-Roth Conversion? | How Did This Guy Get Stuck in Probate for 5 Years?
About this episode
This episode discusses common mistakes in the first five years of retirement, the implications of IRA-to-Roth conversions, and a case study of a lengthy probate process.
On this episode: Many retirement plans fail in the first 5 years of retirement…why? Is an IRA-to-Roth conversion a good move for you? One article says be careful. How one man had to wait 5 years to settle his father’s estate, only to find out about a big tax surprise. Subscribe or follow so you never miss an episode! Check out Fire Your Financial Advisor on YouTube ! Learn more at GoldenReserve.com or follow on social: Facebook & LinkedIn . See omnystudio.com/listener for privacy information.
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- Has the Financial Industry Been Lying to You?
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