In this week’s podcast, I break down 5 great questions we have either fielded directly in our practice, or have observed in the marketplace from retirees/near retirees. Shoutout to Roberto for this concept, and if it goes well, we’ll be doing these every 4-5 episodes!

In this edition, the 5 questions we’ll tackle are:

💬 Question 1: Can I get a mortgage if I just retired and don’t have income? I have the assets!
💬 Question 2: Can a spousal Roth be done for a wife who is retired and draws a pension and Social Security, but no income from working?
💬 Question 3: Rollover my pension or annuitize it? (8.34% payout rate on a $500k pension)
💬 Question 4: Fees — I’m talking to a money manager at one of the large firms. His fee is 1.75%. Does that seem reasonable?
💬 Question 5: Should I bail on US Treasuries and buy CDs because they are FDIC-insured?

I hope you enjoy this one!

-Kevin

⁠Are you interested in working with me 1 on 1?⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠

Connect with me here:

This is for general education purposes only and should not be considered as tax, legal or investment advice.

82: Retirement Related Q+A (Volume 1)