It’s clear there’s one thing HerMoney listeners can’t get enough of — retirement. There’s truly an endless amount to explore with this topic because whether you’re 65 or 25, we know the best time to start strategizing is NOW.
And there’s one person that we turn to again and again for retirement advice, specifically when it comes to IRAs — Ed Slott). He's a CPA, a nationally recognized IRA distribution expert, and a best-selling author. This week, Ed was kind enough to join us again to tackle some questions from our community.
CHAPTERS:
**00:00 **Understanding the complexity of IRAs
5:30 Why Roth conversions are so popular right now
9:30 Withdrawal strategies for retirement
13:30 Retirement options for small business owners
**17:00 **Choosing investments for your Roth IRA
TAKEAWAYS:
Roth conversions are up significantly this year
Making Roth conversions is a smart move even in strong market years.
When planning withdrawals, start with taxable accounts and wait on tax-advantaged accounts.
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