Episode 223: Are You Top of the Class in Retirement Planning?
We took a short break, but we’re back with a special Back-to-School pop quiz! In this episode, we tackle an important listener question, share some quick insights on estate planning, and have a little fun along the way. Turn on your listening ears and tune in!
Back To School Retirement Planning Quiz:
Put your retirement knowledge to the test—will you score an A+?
Listener Question:
"I have approximately $1,400,000 in tax deferred accounts (401k, IRA). I want to get all of that money into a Roth via rollover within the next 2-3 years. Every person I talk with tells me to convert gradually…
The skinny
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