Retire Hour
Retire Hour
Retire Hour
Managing CDs, Common Will Mistakes, and A Big Tax Mistake To Avoid
48 minutes Posted Feb 25, 2023 at 6:30 pm.
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Show notes
On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes.
Intro:
Financial Advisors: CD Interest Rates Too Good To Be True? -
Financial Advisors: How Much Money Do I Need To Retire? -
Client Corner: There Are Landmines Everywhere -
Medicare Advisor: Sometimes Simple Is Not So Simple -
Eidelman Law Advisor: Something Isn't Always Better Than Nothing -
CPA: Warning Bells Around "Backdoor" Roth Conversions -
Credits:
Learn more at: https://retirehour.com
Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.