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

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