2/8/25 - Are You Making the Most of Your Retirement Rollovers and Medicare Options?

In this episode of "Straight Talk on Retirement," hosts Erin Lapidus, Jeff Lapidus, and Robert Markham provide insights into retirement planning, focusing on the rollover process from employer-sponsored plans to IRAs. They explain the importance of keeping pre-tax and after-tax contributions separate to avoid unnecessary taxation. The team discusses options for managing rolled-over funds, such as transferring to a Roth IRA or taking a cash distribution. They also highlight the benefits of Medicare Advantage plans over traditional supplements, emphasizing cost savings and additional benefits. Listeners are encouraged to seek professional guidance to navigate these complex decisions confidently.

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