Podcast Episodes
Back to Search#010 - When do I have to take distributions from inherited retirement accounts?
Summary of the Required Minimum Distribution ("RMD") rules around inherited retirement accounts
Links in this episode:
4 years, 3 months ago
#009 - What are Required Minimum Distributions, and when do I have to take them?
Summary of Required Minimum Distributions or "RMDs"
Links in this episode:
4 years, 3 months ago
#008 - When can I take money out of my Roth IRA without tax or penalty?
Summary of the rules around taking money out of your Roth IRA without tax or penalty
Links in this episode:
4 years, 4 months ago
#007 - What's the difference between tax-deferred, Roth and normal brokerage accounts?
Comparison of the features of tax-deferred vs Roth vs normal brokerage accounts
Links in this episode:
4 years, 4 months ago
#006 - What's a "backdoor" Roth?
Explanation of how to do a "backdoor" Roth contribution, and what to look out for when doing it
Links in this episode:
4 years, 4 months ago
#001 - How much money do I need to retire?
A framework for figuring out how much money you need to retire.
Links in this episode:
4 years, 4 months ago
#002 - What's the 4% Rule?
Everything you ever wanted to know about the 4% Rule
Links in this episode:
4 years, 4 months ago
#003 - Should I take my pension as payments or a lump sum?
Discussion of the pros and cons, and a decision-making framework, in deciding between taking a pension as lifetime payments or a lump sum
Links in thi…
4 years, 4 months ago
#004 - Should I rollover my employer retirement plan?
The pros and cons of rolling over employer retirement plans (401(k), 403(b), 457, TSP) to IRAs and Roth IRAs
Links in this episode:
4 years, 4 months ago
#005 - Will I have to pay extra Medicare premiums?
Explanation of income-based Medicare premium surcharges known as IRMAA, Income Related Monthly Adjustment Amounts
Links in this episode:
4 years, 4 months ago