• Accessible Finance Episode 63: IRMAA, Roth Conversions, RMDs, Pro Rata, Aggregation, and more!

  • Dec 17 2024
  • Length: 21 mins
  • Podcast

Accessible Finance Episode 63: IRMAA, Roth Conversions, RMDs, Pro Rata, Aggregation, and more!

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  • Summary

  • This week, we're tackling listener questions about pro rata and aggregation rules, IRMAA, Roth conversions, RMDs, and how to plan for retirement when you’d rather not hire a financial planner. We’ll share insights on why paying upfront for expert guidance can often save you from costly, irreversible decisions—and how optimized strategies can make a big difference. The key? Partnering with someone who understands your unique financial situation.


    🎙️ Have a financial scenario you’d like us to discuss (without giving personalized advice)? Send your questions to podcast@equilibriumfp.com—we’ll keep your information completely anonymous!


    📢 Don’t forget to like, subscribe, and share with friends who could benefit from smarter retirement planning tips!


    #RetirementPlanning #RothConversions #FinancialPodcast #AccessibleFinance
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