Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained

Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts.

 

Important Links:

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

Schedule a 15-minute Consult: http://PathfinderChat.com