Ep 113: Mailbag: Roths, Social Security and Inheritance

<p>We’re opening up the mailbag today to answer your questions. We got a lot of good feedback and had some interesting questions come in.</p> <p>On today’s show, we’ll share whether you should convert money to a Roth, when not to take Social Security early and how to handle inheritance money.</p> <p><strong>On today’s show, we’ll share:</strong></p> <ul> <li>Harold is almost 60 and doesn’t have any money in a Roth. Should he convert some? <strong><em>(4:11)</em></strong></li> <li>Should Donald take Social Security at 62 and pay his house off sooner? <strong><em>(7:27)</em></strong></li> <li>Elizabeth is inheriting money from her mother, but she feels guilty using it. <strong><em>(10:09)</em></strong></li> </ul> <p><strong>Get Additional Information:</strong> https://www.truefinancialpartners.com/media/podcast/</p>