On this episode of On The Money, the retirement planners at Ruedi Wealth Management answer listener questions and discuss how to fund long-term care expenses.
(2:15) Economy, Interest Rates
(9:14) Stock pickers who say “I do pretty well for myself”
(10:47) Why not just buy the S&P 500?
(20:30) Caller Question: Do I consider REITs as part of my stock allocation or bond allocation?
(21:57) Caller question: I have most of my retirement savings in a traditional IRA. Why would I want to pay taxes now to do a Roth conversion?
(27:41) Upcoming retirement legislation