Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!

In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rolling over old 401Ks leads to a discussion on the advantages of consolidating accounts into an IRA. Finally, Ronnie asks whether it’s a good idea to have investments, taxes, and legal documents handled by the same firm.

 

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

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