We Get Mail: Q&A Episode

Описание: Holistic retirement planning isn’t a buzzword — it’s a framework for how real life actually works in retirement. Your investments matter, but they’re only one piece of a plan that has to coordinate income, taxes, healthcare, and legacy decisions (and the ripple effects between them).

In this Q&A episode of Retirement Roadmap with Master Plan Retirement Consultants — “We Get Mail” — Evan and retirement planner Mark Fricks answer some of the most common questions they hear from clients and prospects, from Roth conversion timing to early-retirement income access, and how to think about long-term care planning when traditional insurance feels out of reach.

We cover:

00:00 – We Get Mail: Q&A Episode (Intro + how to submit questions)
01:50 – Why the rush for Roth conversions — won’t I be in a lower tax bracket in retirement?
07:20 – If I retire before 59½, how can I draw income from retirement accounts without penalty?
11:57 – Am I too young to convert to a Roth without penalty?
13:37 – How do I plan for long-term care when insurance is so expensive?
18:24 – Why worry about a retirement plan if my 401(k) has been growing for 25 years — doesn’t Social Security + my 401(k) cover it?
23:26 – Q&A Part 2 teaser + closing thoughts

Have a question you want answered on a future episode? Email [email protected]
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To schedule a complimentary consultation (and see upcoming seminars + retirement resources), visit masterplanretire.com or call 770-980-9262.

Resources and Next Steps:
Visit https://masterplanretire.com/
to access our retirement checklists, podcast episodes, and schedule a complimentary consultation.
Call 770-980-9262 to speak directly with our team.

Podcast archive:
https://www.masterplanyourretirement....

Radio broadcast:
Listen to Mark Fricks Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM.
https://www.xtra1063.com/retirement-r...

Upcoming educational events:
https://www.masterplanyourretirement....

Mark’s book "The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime":
https://a.co/d/4fx94Al