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Jeff Perry hosts for Chris this week. He and Scott talk about getting ready for retirement. They discuss including shifting from a savings to creating a paycheck mentality and other factors to consider.

They also discuss RMDs and the benefits/considerations for a ROTH conversion. If considering a Roth conversion, determine it is more beneficial to pay taxes now or later.

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They also discuss RMDs and the benefits/considerations for a ROTH conversion. If considering a Roth conversion, determine it is more beneficial to pay taxes now or later.

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They also discuss RMDs and the benefits/considerations for a ROTH conversion. If considering a Roth conversion, determine it is more beneficial to pay taxes now or later.

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How to Prepare for Retirement

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