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I Saved Too Much for Retirement, Ep # 320
Manage episode 381342248 series 1232333
What happens if you get to retirement age and realize that you saved too much? Believe it or not, this does happen and has its own set of problems. In this episode, we’ll explore those problems along with some potential solutions.
Stick around until the end of the episode to hear our listener question about deciding whether to do Roth conversions or take ACA health insurance premium tax credits.
Outline of This Episode- [2:32] Too much retirement savings does have its downsides
- [4:54] What you can do to combat
- [8:21] My thoughts on what you can do if you saved too much
- [11:27] Choosing between Roth conversions and ACA
- Yahoo Finance article
- Book survey - have a chance to be in my book!
- Schedule a meeting with me to see if we would be a good fit for each other
- BOOK - Die with Zero by Bill Perkins
- Retirement Income University
- Boomer Benefits
- Boomer Benefits Facebook group
- Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/
- Follow Ben on Twitter: https://twitter.com/retiremeasap
- Join the newsletter: https://retirementstartstodayradio.com/newsletter
- Dive deeper into retirement planning with Ben at www.RetirementIncome.University
Subscribe to Retirement Starts Today on
Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
354 episodios
Manage episode 381342248 series 1232333
What happens if you get to retirement age and realize that you saved too much? Believe it or not, this does happen and has its own set of problems. In this episode, we’ll explore those problems along with some potential solutions.
Stick around until the end of the episode to hear our listener question about deciding whether to do Roth conversions or take ACA health insurance premium tax credits.
Outline of This Episode- [2:32] Too much retirement savings does have its downsides
- [4:54] What you can do to combat
- [8:21] My thoughts on what you can do if you saved too much
- [11:27] Choosing between Roth conversions and ACA
- Yahoo Finance article
- Book survey - have a chance to be in my book!
- Schedule a meeting with me to see if we would be a good fit for each other
- BOOK - Die with Zero by Bill Perkins
- Retirement Income University
- Boomer Benefits
- Boomer Benefits Facebook group
- Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/
- Follow Ben on Twitter: https://twitter.com/retiremeasap
- Join the newsletter: https://retirementstartstodayradio.com/newsletter
- Dive deeper into retirement planning with Ben at www.RetirementIncome.University
Subscribe to Retirement Starts Today on
Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify
354 episodios
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