Wealthy Habits Podcast

Ep 113: Mailbag: Roths, Social Security and Inheritance


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We're opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.

On today's show, we'll share whether you should convert money to a Roth, when not to take Social Security early and how to handle inheritance money.

On today's show, we'll share:

  • Harold is almost 60 and doesn't have any money in a Roth. Should he convert some? (4:11)
  • Should Donald take Social Security at 62 and pay his house off sooner? (7:27)
  • Elizabeth is inheriting money from her mother, but she feels guilty using it. (10:09)

Get Additional Information: https://www.truefinancialpartners.com/media/podcast/

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Wealthy Habits PodcastBy Dave Elizondo

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