The Retirement Lifestyle Show discusses a hypothetical client's retirement plans. They debate on when the client should take social security, which portions of her wealth she should draw from first and analyze the taxable portions of her portfolio.
[02:28] Transitioning into retirement
[06:15] Maintaining your taxable income below the Social Security limit
[14:30] Converting money from a traditional IRA into a Roth IRA
[29:35] The pros and cons of converting at a higher tax rate
[40:20] Timing Social Security withdrawals
[43:30] Analyzing the taxable portion of one's portfolio
Roshan can be reached at roshan.loungani@aretewealth.com or at 202-536-4468. Erik can be reached at erik.olson@aretewealth.com or 815-940-4652. Adrian can be reached at adrian.nicholson@aretewealth.com or at 703-915-8905.
Website: https://retirementlifestyleshow.com/
Check out the Retire with Roshan website, the Retire with Roshan Facebook page, Roshan’s Twitter, Roshan’s LinkedIn, Erik’s LinkedIn, and Adrian’s LinkedIn.
All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.
