30 min listen
Should I Stop Contributing to My Pre-Tax Accounts?
Should I Stop Contributing to My Pre-Tax Accounts?
ratings:
Length:
30 minutes
Released:
Sep 27, 2023
Format:
Podcast episode
Description
What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark Ross, we’re discussing passions. You’ve probably heard that it is important to have a purpose in retirement, but today you’ll learn how to develop your interests and turn them into passions. You’ll also hear questions about when to stop contributing to pre-tax retirement accounts, what preferred stocks are, and whether QLACS can be used as QCDs. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [3:30] Future pre-tax contributions [13:48] What is the objective of having preferred stocks in a portfolio [17:03] Can a QLACS distribution be treated as a qualified charitable distribution? [18:54] Where should these 34-year-olds save? BRING IT ON WITH MARK ROSS [21:28] Are passions the same as interests? TODAY’S SMART SPRINT SEGMENT [27:00] Update your net worth statement Resources Mentioned In This Episode LiveWithRoger.com BOOK - 4000 Weeks by Oliver Burkeman Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
Released:
Sep 27, 2023
Format:
Podcast episode
Titles in the series (100)
Episode 2 The Importance of Tracking Your Net Worth: PLAN WELL INVEST WISELY by Retirement Answer Man