Today’s topic comes from a question from Janice, who was recently laid off at 53 and is considering a career change into real estate. But to make it work, she may need to tap into her IRA to make ends meet. Could this put her long-term financial security at risk?
Tune in to hear what Frank has to say from a financial advisor’s perspective. We’re breaking down the pros, cons, and alternative ways to fund a midlife career pivot without tapping into your retirement.
Here’s what we discuss in this episode:
0:00 – Intro
1:28 – Initial reactions and risks
4:25 – Alternatives to using retirement savings
5:44 – Exploring other paths
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A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
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What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
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