Roth Conversions and RMDs: Are You Ready to Retire? - 591

**Schedule a Free Financial Assessment with an experienced professional:** https://purefinancial.com/lp/free-assessment/?utm\_source=captivate&utm\_medium=podcast&utm\_campaign=free-assessment&utm\_content=ymyw-pod-ep591-description-free-assessment B and S in Maryland are in their mid-40s with $425,000 and a couple of rental properties. Can they retire early at 62? Vee in Oregon came to the US as a refugee with nothing and built a three and three-quarter million dollar portfolio from the ground up. Is his Roth conversion plan solid? And finally, Chandler and Monica in Texas are sitting on $1.4 million and hope they can walk away from work in 3 years. Will Roth conversions keep the tax man from taking a giant bite on their way out? That’s all today on Your Money, Your Wealth® podcast 591 with Joe Anderson, CFP® and Big Al Clopine, CPA. **Free Financial Resources in This Episode:** **https://bit.ly/ymyw-591 (full show notes & episode transcript)** **Withdrawal Strategy Guide - free download** https://purefinancial.com/white-papers/withdrawal-strategy-guide/?utm\_source=captivate&utm\_medium=podcast&utm\_campaign=whitepaper-withdrawal-strategy-guide&utm\_content=ymyw-pod-ep591-description-whitepaper **The Number One Spending Mistake Ruining Retirements - YMYW TV** https://purefinancial.com/ymyw/episodes/number-one-spending-mistake-ruining-retirements/?utm\_source=captivate&utm\_medium=podcast&utm\_campaign=ymyw-tv&utm\_content=ymyw-pod-ep591-description-tv-s12e01 **Financial Blueprint *(free, self-guided):*** https://bit.ly/YMYWblueprintC **REQUEST your Retirement Spitball Analysis:** https://bit.ly/YMYWaskC **DOWNLOAD more free guides:** https://bit.ly/YMYWguidesC **READ financial blogs:** https://bit.ly/YMYWblogC **WATCH educational videos:** https://bit.ly/YMYWvidsC **SUBSCRIBE to the YMYW Newsletter:** https://bit.ly/YMYWnewsletterC **Connect With Us:** **Subscribe on YouTube and join the conversation in the comments:** https://bit.ly/YMYW-YT **Subscribe or follow YMYW in your favorite podcast app:** https://lnk.to/ymyw **Leave your honest reviews and ratings in Apple Podcasts:** https://podcasts.apple.com/us/podcast/your-money-your-wealth/id312900254 **Chapters:** 00:00 - Intro: This Week on the YMYW Podcast 00:57 - Half a Million and Rental Properties in Our Mid-40s. Can We Retire Early? (B & S, Westminster, MD) 12:48 - Refugee to $3.75M: Is My Roth Conversion Plan Actually Solid? (Vee, OR) 25:55 - Can Friends with $1.4M and a Roth Conversion Puzzle Retire in 3 Years? (Chandler & Monica, TX) 33:05 - Outro: Next Week on YMYW Podcast