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Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained
Manage episode 448906202 series 3564307
内容由Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske提供。所有播客内容（包括剧集、图形和播客描述）均由 Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
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