Let’s wrap up 2023—and kick off 2024—with another round of your questions, answered! In this episode of the Retirement Made Easy podcast, I’ll answer six listener questions, covering everything from how severance pay is taxed to how the pop-up feature on pensions work. I’ll also share my thoughts on what 2024 has in store. Give it a listen!

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

• [2:07] Question #1: What happens to unvested 401k money?
• [5:31] Question #2: How is severance pay taxed?
• [7:38] Question #3: What is the outlook for 2024?
• [12:22] Question #4: What is the pop-up feature on pensions?
• [16:06] Question #5: How do you convert a beneficiary IRA?
• [19:48] Question #6: How does tax mapping work for my clients?

Resources & People Mentioned

• 3 Steps to Retirement Planning
• LPL Financial 2024 Outlook Report
• Fidelity 2024 Stock Market Outlook

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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