Retirement Answer Man

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 () is doing on this episode of Retirement Answer Man. In the listener questions segment you’ll learn...

Show Notes

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 Whitney
Roger’s Retirement Learning Center

What is Retirement Answer Man?

A top retirement podcast. Roger Whitney, CFP®, CIMA®, CPWA®, RMA, guides you on how to actually do retirement well financially and personally. This retirement podcast isn't afraid to talk about the softer side of retirement. It will teach you how to retire with confidence. Two-time PLUTUS winner for best retirement podcast / blog and the 2019 winner for best financial planner blog. This retirement podcast covers how to create a paycheck, medicare, healthcare, Social Security, tax management in retirement as well as retirement travel and other non-financial issues you'll need to address to rock retirement. Retirement isn’t an age OR a financial number. It’s finding that balance between living well today and feeling confident about your retirement. It’s about gaining more freedom to pursue the life you want. Join the rock retirement community at www.rogerwhitney.com