Welcome to another edition of Planning for Retirement (PFR) with Kevin Lao.

And welcome to all the newbies here! If you are new, you might want to hit that “Follow” button if you are over 50 and have saved a minimum of 7 figures for retirement. You’re approaching the phase of life where you want to be able to fire your boss at any time, maximize your retirement impact, minimize your lifetime tax bill, and worry less about money! This is your podcast!

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Today, we’ll revisit another Q&A session with some GREAT questions we’ve curated over the last few months. Reminder, if you have a question for a future Q&A episode, or simply want to send me an email, you can at: kevin@imaginefinancialsecurity.com

We have questions related to Roth IRAs, Inherited Roth IRAs, stock allocations for retirees, IRA to Health Savings Account rollover, and more!

I hope you enjoy this one!

Kevin

Resources Mentioned:

Don’t miss your Roth Conversion Window (video)

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