Should I Stop Contributing to My Pre-Tax Accounts?
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