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

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.  

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You'll also receive my weekly retirement newsletter :) 

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EPISODE RESOURCES:

📊  Get Your FREE Retirement & Tax Analysis!

✏️  Grab the Episode Show Notes

📘  Check Out the Retirement Podcast Network