GRFTFS: Self-Employed with No Formal Retirement Plan?

"I’ve been self-employed for years and never set up a formal retirement plan. At 55, is it too late to catch up — or should I just invest in a brokerage account?" We're answering YOUR questions on this week's Get Ready For The Future Show! ✅ We’re 57 and have a paid-off house worth $500,000, but not much in retirement savings. Should we consider a reverse mortgage later on? ✅ We’re 63 and thinking about converting part of our IRA to a Roth before RMDs hit. How do we know if it’s the right time? ✅ I’m 48 and earn too much to contribute to a Roth. Should I look into backdoor Roth strategies, or just focus on my 401(k)? All this straight talk and more LIVE, Wednesday at 11:30!🎙️ - ❓ Have your own questions? Call or text us at 501.381.5228 or email show@getreadyforthefuture.com. We're here to help you navigate the journey to true financial independence. See you there!

 

Originally Aired 2025.07.30