The Retirement Regrets We Hear Most: Social Security, Roth Conversions & Taxes
When should you take Social Security? Should you consider Roth conversions in retirement? How do required minimum distributions affect your tax picture later in life?In this episode of Retire and Thrive, Dan Langworthy is joined by Cody Schaefer, CFP®, RICP®, to talk through some of the retirement planning decisions people often wish they had understood earlier. The conversation focuses on Social Security timing, tax planning, Roth conversions, RMDs, and how retirement income decisions can affect both retirees and their beneficiaries.This is not about finding one perfect answer. It is about…
The skinny
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