When are the best times for Roth conversions? Should you invest in a target-date fund? Can you avoid the 10% early withdrawal penalty? These are just a few of the questions I’ll tackle in this special Listener Questions edition of Retirement Made Easy! 

Preparing for retirement is complicated at best. I want to make sure I’m consistently answering the questions that are top of mind for my listeners. So if you have a question, head on over to RetirementMadeEasyPodcast.com and submit one!

You will want to hear this episode if you are interested in...

• [0:28] Submit questions are RetirementMadeEasyPodacst.com
• [2:57] Question #1: When are the best times for Roth conversions? 
• [8:23] Question #2: Should you invest in a target-date fund? 
• [13:59] Question #3: How do I request a lump sum pension? 
• [16:57] Question #4: Can you avoid the 10% early withdrawal penalty?
• [19:55] Question #5: How does 401K matching work?
• [22:28] Question #6: How does the survivor benefit work when divorced? 
• [25:07] Question #7: How do long-term capital gains taxes work? 

Resources & People Mentioned

• Check out the Retirement Made Easy YouTube channel! 
• 3 Steps to Retirement Planning
• Rule 72T

Connect With Gregg Gonzalez

• Email at: [email protected]
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
• Follow Gregg on LinkedIn
• Follow Gregg on Facebook
• Follow Gregg on YouTube

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