PFR Nation,
We just announced our FREE GIVEAWAY winner and runner-up on the YouTube channel last Thursday. Thank you all for participating and making that process super enjoyable and engaging. One of the questions I asked for the giveaway was “What is one thing related to planning for retirement that keeps you up at night?” We received some amazing responses!! So, I thought I would dedicate this episode and the next to addressing some of the best questions in that YouTube thread.
This episode, we will wrestle with three of them:
- I have the majority of my retirement savings in pre-tax accounts, so I am worried about how to do the complex math to optimize Roth conversions before RMDs kick in.
- I worry that after a lifetime of saving, will I be able to draw down my retirement savings?
- My wife is 9.5 years younger than me. I want to retire in a few years at 55, not sure how long after that she’ll keep working. But with that age gap it’s a long retirement timeline. How best do you plan for that?
You’re not going to want to miss this one and hope you find it useful! Thanks for tuning in.
-Kevin
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This is for general education purposes only and should not be considered as tax, legal or investment advice.
