Ep 113: Mailbag: Roths, Social Security and Inheritance
Wealthy Habits Podcast
English - October 27, 2022 09:00 - 19 minutes - 18.8 MBInvesting Business News Business News 401k finance ira iowa retire advisor daveelizondo druekampmann financial money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 112: Please Read the Fine Print
We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.
On today’s show, we’ll share whether you should convert money to a Roth, when not to take Social Security early and how to handle inheritance money.
On today’s show, we’ll share:
Harold is almost 60 and doesn’t have any money in a Roth. Should he convert some? (4:11) Should Donald take Social Security at 62 and pay his house off sooner? (7:27) Elizabeth is inheriting money from her mother, but she feels guilty using it. (10:09)Get Additional Information: https://www.truefinancialpartners.com/media/podcast/