Maximize Your Roth IRA: When Should You Spend Your Roth Money in Retirement?

When should you tap into your Roth IRA—and when should you not? Jake and Cory discuss one of retirement's most misunderstood questions: Roth IRA timing. From tax brackets and Medicare premiums to estate planning and emotional decision-making, they unpack the real-world impact of getting it right (or wrong). With practical examples and a three-phase framework, we hope this episode provides insights to help you make smarter, more confident choices with your retirement dollars. --------------- Complimentary 'Retiring Right' ebook: https://bit.ly/3I7UwSF   Subscribe to our weekly newsletter: https://bit.ly/43RcVve   Contact our team: https://bit.ly/43wksOJ --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524           https://www.instagram.com/jake_falcon_crpc/?hl=en          https://twitter.com/jakefalconcrpc          https://www.linkedin.com/in/jakefalconfalconwealthadvisors      #rothira #retirementplanning #taxstrategy #financialfreedom #medicareplanning #wealthmanagement #rothconversion #estateplanning #personalfinance #financialadvisor