Episode 197: Mailbag: How Do I Use the Rule of 72?

After the last few podcasts and a few client meetings, David shares some recent listener questions he has received. These specific situations will cover things like Roth conversions, the rule of 72, inherited IRAs, and making wise financial decisions. As always, if you have a question for David, be sure to reach out!

 

Here are the listener questions David answers on today’s podcast:

• I’m 62, retired, and considering a series of Roth conversions before I turn 72. Can you explain how to use the rule of 72? (2:46)
• I recently inherited but don’t need the money now. What are the rules about withdrawals? (13:28)

For additional resources or to contact David, visit us online: http://coveryourassetskc.com