So many retirement questions have no right answers. They’re simply judgment calls. In this episode, we’ll explore whether it makes sense to switch to a Roth 401K.

Don’t listen to find out the answer. Listen to learn the process to use to come up with your own answer.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS

[2:03] Does it make sense to switch to a Roth 401K
[13:55] An IRMAA surcharge question
[18:18] Can you use the Rule of 55 for a Solo 401K?
[20:36] A backdoor Roth question
[26:22] A 5-year rule Roth IRA question
[28:36] An organized Social Security question

WISDOM FROM THOSE ON THE JOURNEY

[31:31] What I wish I had known from Elaine
[33:27] What a 70-year-old has learned about retirement

TODAY’S SMART SPRINT SEGMENT

[36:48] Relax and don’t worry about retirement

Resources Mentioned In This Episode

My recent Forbes article

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement by Roger Whitney

Roger’s Retirement Learning Center

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