Retirement Coffee TalkIRA Conversion Alert
We go through some of the mistakes people make when moving money from an IRA or 401(k) to a Roth. We also share a story of a 90-year-old who choose not to do conversions and is now in a tax nightmare.
Like this episode? Hit that Follow button and never miss an episode! 💬 Engage, Share, and Learn even more with Charisse and her team at Zinnia Wealth Management: Facebook, Instagram, LinkedIn and YouTube!
In 1 playlist(s)
Retirement Coffee Talk
Retirement Coffee Talk is the ultimate podcast for anyone seeking financial insights on retirement p…Social links
Follow podcast
Recent clips
This May Be Your Biggest Challenge If You Want to Retire Early
12:17
What’s More Important to You: Growing Your Money or Protecting It? | Watch Out for This Early Retirement Trap
26:16
Can Retirement Planning Be Boiled Down to Three Things? | An Odd Difference Between People Who Are Preparing for Retirement and Those in Retirement | The Mistake Over 30% of Retirees Make
48:32