• Top Questions About Retirement Investing

  • Sep 26 2023
  • Duración: 15 m
  • Podcast

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Top Questions About Retirement Investing

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  • Resumen

  • Today we answer top questions about retirement investing from our listeners and readers. Topics include:

    • How can I calculate how much I truly need to save for retirement?
    • If my investments are large enough, can I stop saving for retirement?
    • When should I start collecting social security?
    • When is the best time to convert traditional IRAs to Roth IRAs?
    • Should we refinance our jumbo loan to a conventional loan?
    • How do HSAs work?

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    Investing Resources

    • Free Financial Assessment: https://einstokwealth.com/start-here
    • Tax-Efficient Investing: https://einstokwealth.com/smart-strategies-for-lowering-your-taxes-in-retirement/
    • More Resources: https://einstokwealth.com/links/

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    Jason T. Micheli, PhD is CEO of Einstök Wealth Management, a wealth management firm in Orange County, CA serving clients all across the United States.

    To enquire about working with Jason, start here: https://einstokwealth.com/start-here

    To learn more about Jason, visit https://einstokwealth.com/jason-micheli

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    ©2023 Jason T. Micheli. All rights reserved.
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