ABOUT THIS EPISODE
With more and more uncertainty about where tax rates are headed in the future, people are taking a hard look at Roth conversions to provide tax-free growth and eventual income. The issue is that you have to pay taxes on that money now instead of putting it into tax-deferred accounts. Pat takes a look at this strategy and how you can determine if a Roth is right for you.
English
United States
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SEARCH PAST EPISODES
Search past episodes of Save your Retirement with Pat Strubbe.
OTHER EPISODES IN THIS PODCAST
Retirement is a time to enjoy life, but financial missteps can turn it into a source of stress. This week, Pat joins Melissa to discuss the top retirement mistakes that could drain your nest egg—and how to avoid them.
The numbers are in. Consumer prices have risen 4.2% in the past year – the largest annual rate in three years. Inflation isn’t just a headline. For retirees and those nearing retirement, it’s a three-sided threat. In this episode, Pat breaks down exactly how inflation is hitting retirement plans fr…
A recent study shows that thirty percent of people are less optimistic about whether their retirement financially will be as good as it was when they were working. Inflation, longevity, taxes and risk are all major factors. Pat takes a look at how best to handle your savings, including true diversi…
This remains the number one fear of people going into retirement, and with longer lifespans, inflation, and the possibility of increased tax rates in the future, your savings may need to stretch for longer periods of retirement. Pat takes a look at how proper planning can help that money last.
For high-net-worth retirees and pre-retirees, a mid-year financial review isn’t just a good habit. It’s a critical checkpoint. This is the time to make sure your income, taxes, legacy plan and more are all working together the way they should. In this episode, Pat walks us through some of the essen…
Disclaimer: The podcast and artwork embedded on this page are from Patrick Strubbe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.