• Listener Questions: Roth Conversions, Early Withdrawal Penalties, and Capital Gains, Ep #171

  • Sep 16 2024
  • Length: 31 mins
  • Podcast

Listener Questions: Roth Conversions, Early Withdrawal Penalties, and Capital Gains, Ep #171

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  • Summary

  • When are the best times for Roth conversions? Should you invest in a target-date fund? Can you avoid the 10% early withdrawal penalty? These are just a few of the questions I’ll tackle in this special Listener Questions edition of Retirement Made Easy!

    Preparing for retirement is complicated at best. I want to make sure I’m consistently answering the questions that are top of mind for my listeners. So if you have a question, head on over to RetirementMadeEasyPodcast.com and submit one!

    You will want to hear this episode if you are interested in...
    • [0:28] Submit questions are RetirementMadeEasyPodacst.com
    • [2:57] Question #1: When are the best times for Roth conversions?
    • [8:23] Question #2: Should you invest in a target-date fund?
    • [13:59] Question #3: How do I request a lump sum pension?
    • [16:57] Question #4: Can you avoid the 10% early withdrawal penalty?
    • [19:55] Question #5: How does 401K matching work?
    • [22:28] Question #6: How does the survivor benefit work when divorced?
    • [25:07] Question #7: How do long-term capital gains taxes work?
    Resources & People Mentioned
    • Check out the Retirement Made Easy YouTube channel!
    • 3 Steps to Retirement Planning
    • Rule 72T
    Connect With Gregg Gonzalez
    • Email at: Gregg.gonzalez@lpl.com
    • Podcast: https://RetirementMadeEasyPodcast.com
    • Website: https://StLouisFinancialAdvisor.com
    • Follow Gregg on LinkedIn
    • Follow Gregg on Facebook
    • Follow Gregg on YouTube



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