Elder Law & Estate Planning Attorneys
Elder Law & Estate Planning Attorneys

category

Investments

103. Traditional vs. a Roth IRA, what will happen to my pets, and healthcare managers.

June 15, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. Should I convert my traditional IRA retirement savings to a Roth IRA?
  2. What do I do with my pets after I pass?
  3. Is it smart to hire a healthcare manager now?

100. Income in retirement, inherited dogs, and using investments to pay off your mortgage.

May 18, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. How much money do need in order to retire comfortably?
  2. Help, my wife “inherited” her mother’s dog and I don’t think I can take it!
  3. Should I use money from my investment account to pay off my mortgage?

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