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Podcast: Retirement Starts Today
Episode: Freedom or Free-fall (Tom's Story)
Description: Retirement is not just a transition from work to leisure. It's a continuous journey of self-discovery. We explore the story of Tom, who reflects on the emotional and financial challenges he faced after leaving a successful career. From adjusting to a fixed income to finding new ways to matter outside of his career, Tom's experiences give us valuable lessons for those nearing retirement. In light of Tom's story, we talk more about Roth conversions and the evolving rules surrounding Required Minimum Distributions (RMDs). We'll tell you how to manage Roth conversions, even after reaching RMD age, and...