About this episode
Have you ever wondered how the subjects from our Retirement Plan Live series are doing now? Did everything turn out okay for them? Find out how Emma ( from 2019 RPL ) is doing on this episode of Retirement Answer Man. In the listener questions segment you’ll learn about the Rule of 55, donor-advised funds, and contributing to a teen’s Roth IRA. Press play to listen. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [4:01] Can you directly contribute from an IRA or 401K to a donor-advised fund? [9:37] A rule of 55 clarification [11:41] Can I roll over the portion I don’t want under the rule of 55 provision? [15:19] Contributing to a teen’s Roth IRA [17:09] How to navigate financial planning for a special needs adult child CATCHING UP WITH EMMA FROM THE 2019 RETIREMENT PLAN LIVE [18:33] Having a great retirement after widowhood takes work [24:44] On finding her tribe [31:27] What’s next for Emma [32:48] Advice for others TODAY’S SMART SPRINT SEGMENT [36:10] Embrace the boring Resources Mentioned In This Episode Retirement Plan Live with Emma episodes 289 , 290 , 291 , 292 Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center