Should I Stop Contributing to My Pre-Tax Accounts?
Podcast:Retirement Answer Man Published On: Wed Sep 27 2023 Description: 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 statementResources Mentioned In This Episode LiveWithRoger.comBOOK - 4000 Weeks by Oliver BurkemanRock Retirement ClubRoger’s YouTube Channel - Roger ThatBOOK - Rock Retirement by Roger WhitneyRoger’s Retirement Learning Center