Mailbag: Downsizing, Roths & Home Equity
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Confused about whether to downsize, go Roth, or tap your home equity in retirement? In this mailbag episode, Eric tackles real listener questions about retirement communities, Roth 401(k) contributions, and using home equity wisely. You’ll hear how lifestyle, taxes, and flexibility all factor into these big decisions, without getting lost in the weeds. Stay tuned to find out which trade-offs could quietly make or break your retirement.
Here’s some of what we discuss in this episode:
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The skinny
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