The Ins and Outs of Donor-Advised Funds

from Retirement Answer Man · host Roger Whitney

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 childCATCHING 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 othersTODAY’S SMART SPRINT SEGMENT [36:10] Embrace the boringResources Mentioned In This Episode Retirement Plan Live with Emma episodes 289, 290, 291, 292Rock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

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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...

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The Ins and Outs of Donor-Advised Funds

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This episode is 37 minutes long.

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This episode was published on December 13, 2023.

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