Retirement Answer Man

So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K. Don’t listen to find out the answer. Listen to learn the process to use to come up...

Show Notes

So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K.
Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 
  • [2:03] Does it make sense to switch to a Roth 401K
  • [13:55] An IRMAA surcharge question
  • [18:18] Can you use the Rule of 55 for a Solo 401K?
  • [20:36] A backdoor Roth question
  • [26:22] A 5-year rule Roth IRA question
  • [28:36] An organized Social Security question
WISDOM FROM THOSE ON THE JOURNEY 
  • [31:31] What I wish I had known from Elaine
  • [33:27] What a 70-year-old has learned about retirement
TODAY’S SMART SPRINT SEGMENT 
  • [36:48] Relax and don’t worry about retirement
Resources Mentioned In This Episode
My recent Forbes article
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