Welcome to another edition of Planning for Retirement (PFR) with Kevin Lao.
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Today, we’ll revisit another Q&A session with some GREAT questions we’ve curated over the last few months. Reminder, if you have a question for a future Q&A episode, or simply want to send me an email, you can at: kevin@imaginefinancialsecurity.com
We have questions related to Roth IRAs, Inherited Roth IRAs, stock allocations for retirees, IRA to Health Savings Account rollover, and more!
I hope you enjoy this one!
Kevin
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This is for general education purposes only and should not be considered as tax, legal or investment advice.