cover of episode Investments in This New Era

Investments in This New Era

2024/11/21
logo of podcast Jill on Money with Jill Schlesinger

Jill on Money with Jill Schlesinger
AI Deep Dive AI Chapters Transcript
People
A
Anonymous
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C
Cliff
E
Eva
G
Gene
J
Jill
获得艾美奖和格蕾西奖的商业分析师，主持“Jill on Money”播客和广播秀。
L
Lisa
P
Peter
Topics
Anonymous咨询如何处理两个不再活跃的养老金账户，考虑一次性取出转入IRA或其他税收优惠的退休账户。Jill建议评估养老金账户的资金状况以及未来的收入需求，权衡一次性收入和持续收入的利弊。一次性转入退休账户并无坏处，可以直接转账，方便管理。

Deep Dive

Chapters
The episode addresses various financial questions, including considerations for moving pension funds, finding hourly financial planners, and managing large incomes and student loan debts.
  • Considerations for moving pension funds into IRAs.
  • Finding financial planners who offer hourly services.
  • Managing large incomes and student loan debts.

Shownotes Transcript

Post-election I’m seeing so much chatter about safe-guarding investments. How can we guard ourselves against volatility without being recklessly anxious?

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