Jill on Money with Jill Schlesinger | Tax Strategies in Retirement

Tax Strategies in Retirement

Jill on Money with Jill Schlesinger - October 19, 2021 - 19:24

With a lot of money in tax-deferred accounts, how concerned should you be about doing Roth conversions as you head into retirement?Have a money question? Email us, ask jill [at] jill on money dot com.Please leave us a rating or review in Apple Podcasts."Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

Previous Episode

Should We Sell the Rental Property?

October 18, 2021 - 16:39

Our rental property is cash flow positive and worth $600k, should we sell it? Or hang on to it for the income?Have a money question?...

Let's Go!

Next Episode

Can We Spend Some of Our Inheritance?

October 20, 2021 - 09:33

With a large inheritance on the horizon, is it okay if we give ourselves permission to spend some of it?Have a money question? Email us,...

Let's Go!

About The Show

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.