Tax Strategies in Retirement
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 19 October 2021
⏱️ 19 minutes
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Summary
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.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money podcast. |
| 0:06.0 | It is Tuesday, October 19th. |
| 0:08.9 | And we are here to try to take the mystery out of your financial life. |
| 0:14.7 | And it is your life that we are concerned with, not anyone else's. |
| 0:19.1 | So one of the ways that we do this is we ask that you |
| 0:22.3 | send us whatever question is on your mind. It almost can be sort of anything remotely financial, |
| 0:29.0 | an issue maybe that you'd like a second opinion on or some guidance or just want to know the next |
| 0:34.4 | best step to take to get to wherever you want to go. |
| 0:37.8 | And that's up to you. |
| 0:38.8 | Where do you want to go? |
| 0:40.6 | So the way you do this is you go to our website, jillonmoney.com. |
| 0:45.4 | You click on the contact button. |
| 0:47.6 | Then you describe what's going on. |
| 0:50.0 | Don't forget to tell us if you want to come on the air live. |
| 0:52.8 | We would just love that. |
| 0:55.8 | And the reason we love it is that we get to ask follow-up questions. |
| 0:59.1 | And, you know, your voices are much more interesting than the way that you describe your situation. |
| 1:03.8 | We always find out something slightly different than the original question. |
| 1:07.6 | Today, we are joined by Ellen, who is on the line from Minnesota. Now, Mark sussed |
| 1:13.8 | you out with that accent very quickly. So are you proud of that Minnesota accent that you are |
| 1:19.4 | sporting? Well, I don't consider it an accent, but I'm definitely proud to be a Minnesotan. |
| 1:25.4 | That's so great. Now, do you think I have an accent? A little bit. |
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