
Retirement and Leaving a Legacy
Jill on Money with Jill Schlesinger
Tax Strategy: RMDs and Roth Conversions
Jill warns about required minimum distributions and recommends gradual Roth conversions to manage future tax brackets.
With two sizable pensions in the picture, can I retire and focus on leaving a legacy for my kids?
Have a money question? Email us here
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
Learn more about your ad choices. Visit https://podcastchoices.com/adchoices


