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Feb. 25, 2023

Managing CDs, Common Will Mistakes, and A Big Tax Mistake To Avoid

On this week's episode, the Retire Hour team discusses managing CDs (certificate of deposit), how much you really need to retire, houses as part of a trust, complications with changing your legal name, mistakes people make with wills, backdoor Roths, and tax mistakes.

Intro: 0:00

Financial Advisors: CD Interest Rates Too Good To Be True? - 0:21

Financial Advisors: How Much Money Do I Need To Retire? - 10:10

Client Corner: There Are Landmines Everywhere - 16:22

Medicare Advisor: Sometimes Simple Is Not So Simple - 24:08

Eidelman Law Advisor: Something Isn't Always Better Than Nothing - 32:35

CPA: Warning Bells Around "Backdoor" Roth Conversions - 42:13

Credits: 47:23

Learn more at: https://retirehour.com

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.