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What Should I Consider When Transferring Investment Accounts? episode artwork

EPISODE · Sep 13, 2023 · 39 MIN

What Should I Consider When Transferring Investment Accounts?

from Retirement Answer Man · host Roger Whitney and Mark Ross

What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to improve your social life. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [2:36] What should Ronnie consider when transferring investment accounts?[14:30] Clarifying the 401K catch-up provision for high-income earners[20:12] Clarifying the 5-year rule with each conversion[22:44] Capital gains strategies for downsizing your primary residence[26:35] Will claiming a personal SS benefit early affect a spousal benefit?BRING IT ON WITH MARK ROSS [30:40] How do we make new friends in retirement?TODAY’S SMART SPRINT SEGMENT [37:57] Take stock of your social network to see how you could improveResources Mentioned In This Episode The Roth series 494, 495, 496, 497, 499BOOK - A Simple Path to Wealth by J.L. CollinsRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center

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What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to...

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What Should I Consider When Transferring Investment Accounts?

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This episode is 39 minutes long.

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This episode was published on September 13, 2023.

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What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to...

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