Accessible Finance Episode 63: IRMAA, Roth Conversions, RMDs, Pro Rata, Aggregation, and more!

from Accessible Finance For Retirement · host Eric Johns CFP®, EA, MBA with Equilibrium Financial Planning

This week, we're tackling listener questions about pro rata and aggregation rules, IRMAA, Roth conversions, RMDs, and how to plan for retirement when you’d rather not hire a financial planner. We’ll share insights on why paying upfront for expert guidance can often save you from costly, irreversible decisions—and how optimized strategies can make a big difference. The key? Partnering with someone who understands your unique financial situation. 🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to [email protected]—we’ll keep your information completely anonymous! 📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips! #RetirementPlanning #RothConversions #FinancialPodcast #AccessibleFinance

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How long is this episode of Accessible Finance For Retirement?

This episode is 21 minutes long.

When was this Accessible Finance For Retirement episode published?

This episode was published on December 17, 2024.

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