#490 - How Does the 5-Year Rule Work for Roth Conversions?

“Don't look for someone in whom to believe. Believe in yourself. The only authentic authority is your own original nature.” Vernon Howard

Are you ready to start believing in yourself enough to rock retirement? If you have been following this show, hopefully, you are doing the work so that you can build the confidence to lean in and really rock retirement.

On this episode, we have a guest that may help guide and empower you to do the work that you need to do to rock retirement. You’ll also hear about what I’ve been reading, answers to listener questions, and how to use your toolkit to fit disease from Bobby Dubois in our Bring It On segment. Press play to feel empowered

Veronica McCain empowers her clients in retirement

Veronica McCain is a retirement coach from SavvyRetirementCoach.com and the author of My Retirement My Way. I recently received her book and really enjoyed the format. As a workbook, you’re able to skip around and do the work on what you need to do.

Discover how Veronica got into retirement coaching and why she wrote her book. If you are looking for more tools to put into your retirement toolkit, don’t miss this episode.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

WHAT I’M READING

[1:38] What I’ve been reading lately

PRACTICAL PLANNING SEGMENT WITH VERONICA McCAIN

[9:12] Who is Veronica McCain?
[15:07] What people are lacking in retirement
[21:44] Why she wrote a workbook

LISTENER QUESTIONS

[25:07] How does the 5-year rule work for Roth conversions? Whoops! We made a mistake. Please watch this video for the corrected answer.
[29:43] Michael’s book suggestion
[31:40] Focusing on the no-go years
[36:27] A story on your legacy