Portfolio Case Studies: Roth Conversions, Life Insurance, and RMDs
Sep 19, 2026 - 40:01
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Roth Conversions, Retirement Tax Planning & How Much House Retirees Can Afford
After decades of saving and investing, how do you know when it’s okay to truly enjoy your money? In this episode of Money Matters, Scott and Pat help a couple with nearly $8 million determine how much home they can comfo...
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