EPISODE · Oct 6, 2022 · 19 MIN
Mailbag: Should I Be Considering Roth Conversions?
from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske
We will be opening up the mailbag on today's show to answer some listener questions. We will be discussing if it's wise to start taking social security to pay off your house, some considerations when thinking about doing a Roth conversion, and some things you can do with an inheritance. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.com
What this episode covers
We will be opening up the mailbag on today's show to answer some listener questions. We will be discussing if it's wise to start taking social security to pay off your house, some considerations when thinking about doing a Roth conversion, and some things you can do with an inheritance. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A Meeting: http://PathfinderChat.com
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Mailbag: Should I Be Considering Roth Conversions?
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