Your Biggest Questions

The biggest retirement questions we get — AND THE ANSWERS YOU NEED BEFORE YOU RETIRE. Should you take Social Security now or wait? Should you convert your IRA to a Roth? How do you make sure you don’t run out of money in retirement? In this episode, Jupiter Joe breaks down some of the biggest retirement decisions that can have a major impact on your income later. We’ll cover: When to take Social Security Whether a Roth conversion makes sense for you How to avoid running out of money Which accounts to use first — IRA, 401(k), Roth or non-qualified money How your income needs and retirement goals should drive these decisions