Retirement Answer Man

Do you think the Roth conversion question is an essential part of retirement planning? If you do, you haven’t been paying attention to my podcasts! In this episode of the Retirement Answer Man show, we’ll work through how you can build a framework...

Show Notes

Do you think the Roth conversion question is an essential part of retirement planning? If you do, you haven’t been paying attention to my podcasts!
In this episode of the Retirement Answer Man show, we’ll work through how you can build a framework for deciding whether you should do Roth conversions. If you listened to the Roth conversion series you can’t miss this episode. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN PRACTICAL PLANNING SEGMENT 
  • [2:30] Books I read last month
  • [5:12] Framework for building a Roth conversion
  • [15:42] Considerations for making a Roth conversions
  • [22:07] How to decide
LISTENER QUESTIONS 
  • [27:21] Jeffrey appreciated the how of Roth conversions
  • [28:05] A comment on the pro rata rule
  • [29:15] On funding the years between retirement and pension
  • [35:06] On HSA funding strategies in the final year of work
BRING IT ON 
  • [38:41] On shifting your mindset
  • [42:00] What thread are you carrying on?
TODAY’S SMART SPRINT SEGMENT 
  • [42:35] Schedule a time to go through an OODA loop to decide on your Roth opportunity
Resources Mentioned In This Episode
BOOK - Seveneves by Neal Stephenson
BOOK - Cryptonomicon by Neal Stephenson
BOOK - Reamde by Neal Stephenson
BOOK - All Quiet on the Western Front by Eric Maria Remarque
BOOK - Dead Fall by Brad Thor
Episode 495 - The Rules for Roth Contributions
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com