Listener Questions Answered: Reverse Mortgages, Healthcare Before Medicare, and More!

Big Picture Retirement

In this episode, we tackle a diverse range of listener questions from reverse mortgages, annuities, Roth conversions, healthcare before the Medicare age, and a lot more.

Tune in as we discuss:

• Al's Question: Recommendations for reverse mortgages and the conditions under which they can be beneficial.

• Paul's Inquiry: Using deferred annuities, specifically laddering Fixed Income Annuities with no fees, as alternatives to bonds to generate "safe" money in retirement.

• Pete's Scenario: The implications of converting a large amount to a Roth IRA and using it to cover all retirement needs.

• Sid's Concern: Strategies for obtaining affordable healthcare before Medicare eligibility for himself and his younger wife.

• Susan's Request: Fun and humanitarian investment options for extra funds in retirement.

• Mark's Situation: Possibilities for reasonable healthcare coverage if retiring at 62, with a focus on income-based options.

• Hayle's Curiosity: A personal question about our host's marital status.

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Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary.

https://www.carrolladvisory.com/pl/2148282517

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.

”Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.

Contact Devin’s team athttps://www.carrolladvisory.com/

Contact John’s team athttps://www.rossandshoalmire.com/

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