In this episode of Straight Talk on Retirement, Jeff and Erin Lapidus, along with their professional team, guide listeners through key retirement planning topics. They discuss managing income and healthcare before Medicare, the pros and cons of Roth IRA conversions, and ways to help manage taxes on retirement assets. Real-life scenarios, like Joan’s early retirement and healthcare transition, bring clarity to complex topics. The team also covers estate planning, charitable giving, and privacy considerations—offering clear, relatable guidance to help retirees feel more prepared to navigate their financial decisions.

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