Have you ever wondered how the subjects from our Retirement Plan Live series are doing now? Did everything turn out okay for them? Find out how Emma (from 2019 RPL)) is doing on this episode of Retirement Answer Man.
In the listener questions segment you’ll learn about the Rule of 55, donor-advised funds, and contributing to a teen’s Roth IRA. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS
- [4:01] Can you directly contribute from an IRA or 401K to a donor-advised fund?
- [9:37] A rule of 55 clarification
- [11:41] Can I roll over the portion I don’t want under the rule of 55 provision?
- [15:19] Contributing to a teen’s Roth IRA
- [17:09] How to navigate financial planning for a special needs adult child
CATCHING UP WITH EMMA FROM THE 2019 RETIREMENT PLAN LIVE
- [18:33] Having a great retirement after widowhood takes work
- [24:44] On finding her tribe
- [31:27] What’s next for Emma
- [32:48] Advice for others
TODAY’S SMART SPRINT SEGMENT
- [36:10] Embrace the boring
Resources Mentioned In This Episode Retirement Plan Live with Emma episodes 289), 290), 291), 292)Rock Retirement Club)Roger’s YouTube Channel - Roger That)BOOK - Rock Retirement) by Roger WhitneyRoger’s Retirement Learning Center)
