Ep. 89: Retirement Related Q&A w/ A CFP (Inherited Roth IRAs, IRA to HSA Rollover, Stock Allocations for Retirees, and more!)

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Today, we’ll revisit another Q&A session with some GREAT questions we’ve curated over the last few months. Reminder, if you have a question for a future Q&A episode, or simply want to send me an email, you can at: kevin@imaginefinancialsecurity.com

We have questions related to Roth IRAs, Inherited Roth IRAs, stock allocations for retirees, IRA to Health Savings Account rollover, and more!

I hope you enjoy this one!

Kevin

Resources Mentioned:

  • Don’t miss your Roth Conversion Window (video)

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This is for general education purposes only and should not be considered as tax, legal or investment advice.

Kevin Lao

I am the owner and lead financial planner @ IFS. We are an independent firm specializing in retirement planning. I also host The Planning for Retirement Podcast and can be found on YouTube, Spotify, Apple Podcasts and other streaming services. I live in Chattanooga, TN with my wife, three boys and two rescue pups. I love to travel, play golf and smoke (and eat) meats.