We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run.
Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format!
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
Schedule a 15-minute Consult: http://PathfinderChat.com
Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG
Find Out Your Tax Bill: https://whatismytaxbill.com/
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