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July 5, 2020

Ready for Retirement?

Episode 5 of Retire Hour. This weeks Danny joins Matt to share a story from one of his clients that was unsure if they could retire. Joshua Cicora, of Market Tax Services, goes over some of the advantages of a ROTH IRA conversion. Medicare Advisor, Bill Vawter, talks about a couple that came to him for help after having made some bad Medicare choices. Estate Planning Attorney, Gerald Eidelman, discusses some of the pitfalls of depending on Medicaid for your long-term care needs. All that and more on this week’s episode of Retire Hour.