Retirement Answer Man

Should I Stop Contributing to My Pre-Tax Accounts?


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What is the difference between a passion and an interest? Why is it important to have a passion in retirement? In the Bring It On segment with Mark Ross, we’re discussing passions. You’ve probably heard that it is important to have a purpose in retirement, but today you’ll learn how to develop your interests and turn them into passions.

You’ll also hear questions about when to stop contributing to pre-tax retirement accounts, what preferred stocks are, and whether QLACS can be used as QCDs. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS 

  • [3:30] Future pre-tax contributions
  • [13:48] What is the objective of having preferred stocks in a portfolio
  • [17:03] Can a QLACS distribution be treated as a qualified charitable distribution?
  • [18:54] Where should these 34-year-olds save?

BRING IT ON WITH MARK ROSS 

  • [21:28] Are passions the same as interests?

TODAY’S SMART SPRINT SEGMENT 

  • [27:00] Update your net worth statement

Resources Mentioned In This Episode
LiveWithRoger.com
BOOK - 4000 Weeks by Oliver Burkeman
Rock Retirement Club
Roger’s YouTube Channel - Roger That
BOOK - Rock Retirement by Roger Whitney
Roger’s Retirement Learning Center

...more
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Retirement Answer ManBy Roger Whitney, CFP®, CIMA®, RMA, CPWA®

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