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It's a mailbag edition of the show this week as we'll tackle questions about inherited IRAs and investing in 401k. Plus, John's football season as a head coach has come to an end and it taught him a valuable lesson about diversification.
We appreciate all the recent visitors to our channel and the feedback they've provided, which is why we wanted to take some time to answer the questions that you've asked us. So we'll talk about the nuances of inherited IRAs and provide some guidance for beneficiaries. Then we'll get into 401k contributions and tax strategies to help you better understand when to take full advantage of this retirement account and when to start scaling back.
Tune in to learn how to approach your retirement planning with the precision and strategy of a championship-winning team.
Here's some of what we discuss in this episode:
0:00 – Intro
1:12 – Football lesson on diversification
4:09 – What to do with an inherited IRA?
7:54 – Should I stop putting money into the 401k?
12:07 – Final thoughts
Get in touch:
Phone: 661-775-3704
Book an appointment with us: http://bookachatwithjohn.net
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM
By John MearsIt's a mailbag edition of the show this week as we'll tackle questions about inherited IRAs and investing in 401k. Plus, John's football season as a head coach has come to an end and it taught him a valuable lesson about diversification.
We appreciate all the recent visitors to our channel and the feedback they've provided, which is why we wanted to take some time to answer the questions that you've asked us. So we'll talk about the nuances of inherited IRAs and provide some guidance for beneficiaries. Then we'll get into 401k contributions and tax strategies to help you better understand when to take full advantage of this retirement account and when to start scaling back.
Tune in to learn how to approach your retirement planning with the precision and strategy of a championship-winning team.
Here's some of what we discuss in this episode:
0:00 – Intro
1:12 – Football lesson on diversification
4:09 – What to do with an inherited IRA?
7:54 – Should I stop putting money into the 401k?
12:07 – Final thoughts
Get in touch:
Phone: 661-775-3704
Book an appointment with us: http://bookachatwithjohn.net
Get in touch with us: https://mearsmoney.com/
Watch the Podcast on YouTube: https://bit.ly/3PmcOPM