Episode 223: Are You Top of the Class in Retirement Planning?

We took a short break, but we’re back with a special Back-to-School pop quiz! In this episode, we tackle an important listener question, share some quick insights on estate planning, and have a little fun along the way. Turn on your listening ears and tune in!Back To School Retirement Planning Quiz:Put your retirement knowledge to the test—will you score an A+?Listener Question:"I have approximately $1,400,000 in tax deferred accounts (401k, IRA). I want to get all of that money into a Roth via rollover within the next 2-3 years. Every person I talk with tells me to convert gradually. But, we are all one day closer to our date of passing. Don't you think I am better off doing a Roth conversion sooner and pay the taxes now rather than later?" — ScottEstate Planning Report:Do you have an estate plan in place? Discover what this new report reveals about investors and the truths of wealth transfer.