We Get Mail: Q&A Episode скачать в хорошем качестве

We Get Mail: Q&A Episode

Holistic retirement planning isn’t a buzzword — it’s a framework for how real life actually works in retirement. Your investments matter, but they’re only one piece of a plan that has to coordinate income, taxes, healthcare, and legacy decisions (and the ripple effects between them). In this Q&A episode of Retirement Roadmap with Master Plan Retirement Consultants — “We Get Mail” — Evan and retirement planner Mark Fricks answer some of the most common questions they hear from clients and prospects, from Roth conversion timing to early-retirement income access, and how to think about long-term care planning when traditional insurance feels out of reach. We cover: 00:00 – We Get Mail: Q&A Episode (Intro + how to submit questions) 01:50 – Why the rush for Roth conversions — won’t I be in a lower tax bracket in retirement? 07:20 – If I retire before 59½, how can I draw income from retirement accounts without penalty? 11:57 – Am I too young to convert to a Roth without penalty? 13:37 – How do I plan for long-term care when insurance is so expensive? 18:24 – Why worry about a retirement plan if my 401(k) has been growing for 25 years — doesn’t Social Security + my 401(k) cover it? 23:26 – Q&A Part 2 teaser + closing thoughts Have a question you want answered on a future episode? Email info@masterplanretire.com . To schedule a complimentary consultation (and see upcoming seminars + retirement resources), visit masterplanretire.com or call 770-980-9262. Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team. Podcast archive: https://www.masterplanyourretirement.... Radio broadcast: Listen to Mark Fricks Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM. https://www.xtra1063.com/retirement-r... Upcoming educational events: https://www.masterplanyourretirement.... Mark’s book "The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime": https://a.co/d/4fx94Al