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Episode 78: Linda from Northbrook asks: “Are tax rates really going up after 2028—and what should I do now?”
Get on our phone calendar at https://TuckerRetirement.com. Linda from Northbrook is hearing a lot about “tax rates going up,” but isn’t sure what t…
4 months, 2 weeks ago
Episode 77: Sarah from Arlington Heights asks: “How do I make sure I don’t run out of money if the market crashes right after I retire?”
Get on our phone calendar at https://TuckerRetirement.com. Sarah is 65 and about to retire this year. Her biggest fear is a market downturn early …
4 months, 3 weeks ago
Episode 76: Lisa from Glenview asks: “Are we going to get hit with Illinois estate tax even if we’re under $10 million?”
Get on our phone calendar at https://TuckerRetirement.com. Lisa and her husband have built a net worth of around $6 million and assumed they were “…
5 months ago
Episode 75: Mary from Park Ridge asks: “Should I convert to a Roth before the tax rates go up?”
Get on our phone calendar at https://TuckerRetirement.com. Mary is 62 and planning to retire in the next few years. She’s hearing constant talk a…
5 months, 1 week ago
Episode 74: Karen from Naperville asks: “How Do I Protect My Retirement Savings from a Market Crash?”
Karen from Naperville is concerned that the stock market feels overheated and wonders what she can do to protect the savings she’ll rely on in retire…
5 months, 2 weeks ago
Episode 73: Angela from Lincoln Square asks: “Should I Convert My IRA to a Roth Before Taxes Go Up?”
Angela from Lincoln Square has been hearing a lot about Roth conversions and is wondering whether she should convert part of her traditional IRA befo…
5 months, 3 weeks ago
Episode 72: Debbie from Park Ridge asks: “Should I Pay Off My Mortgage Before I Retire?”
Debbie from Park Ridge is getting close to retirement and wondering whether she should use some of her savings to pay off the remaining balance on he…
5 months, 4 weeks ago
Episode 71: Listener Question from Karen: How Much Can I Safely Withdraw in Retirement?
Karen from Mount Prospect asked: “How much can I safely withdraw from my retirement accounts?” This is one of the most important retirement plannin…
6 months ago
Episode 70: Listener Question from Susan: Should I Move to Cash Because the Market Feels Risky?
Susan from Arlington Heights asked: “Should I move my retirement accounts to cash because the market feels risky?” Many retirees make emotional dec…
6 months, 1 week ago
Episode 69: Listener Question from Linda: Should I Take Social Security at 62 or Wait?
Linda from Park Ridge asked: “Should I take Social Security at 62 or wait?” This decision can significantly impact your retirement income. In thi…
6 months, 2 weeks ago