Investment Strategy – Pathfinder Wealth Management, Inc.

Retirement Mailbag: Roth Conversions, Debt Management, and Trusts Explained

Posted on October 16, 2024 by Walter Storholt

Barbara Lane and Phil Guske answer listener questions on a variety of retirement planning topics. From Roth conversions and their tax implications to strategies for paying off debt while still saving for retirement, they cover key considerations for anyone approaching retirement. Barbara and Phil also discuss the importance of involving both spouses in financial planning, offer investment advice for high-income earners, and provide insights into managing inherited trusts. […]

Mailbag: Your Questions About Social Security, Roth Conversions, Rollovers & More!

Posted on July 3, 2024 by Walter Storholt

In today’s episode, we tackle your burning questions about retirement planning. Our first mailbag question comes from Mary, who is concerned about her portfolio’s performance and whether she should start taking Social Security now or wait until age 70. Matt asks about converting large amounts to a Roth IRA in one go. Patrick’s question about rolling over old 401Ks leads to a discussion on the advantages of consolidating accounts into an IRA. Finally, Ronnie asks whether it’s a good idea to have investments, taxes, and legal documents handled by the same firm. […]