Retirement Answer Man
Trailer
Bonus
Episode 517
Season 1
The Ins and Outs of Donor-Advised Funds
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