It’s time to open up the mailbag and find out what’s on your mind when it comes to financial planning. In this episode, we’ll cover five different topics that impact both pre-retirees and retirees and we’ll coach you through each of these planning items today.

Alan and Troy will discuss Roth conversions, why inherited IRA withdrawals have different rules, how to find a trustworthy advisor, rental properties, and tax planning. There’s a wide range of topics so we hope this episode touches on something you’ve been curious about. If you have anything you’d like to ask us, get in touch and we’ll set up a time to meet.

Here are some of the things we’ll discuss in this episode:

• If you’re retiring soon, does it make sense to convert as much money from IRA to Roth as possible? (1:07)
• What are the rules for withdrawing from inherited IRAs?  (5:01)
• How do you really know if a financial advisor is trustworthy or not?  (7:11)
• What’s the best option for buying a rental property: cash out investments and pay cash, take-out a home equity loan, or just have a mortgage? (9:28)
• How do you project your taxes in retirement so you can start preparing for what you’ll owe? (12:31)

Contact Mercurio Wealth Advisors: https://mercurioadvisors.com/