『The Retirement Roundtable』のカバーアート

The Retirement Roundtable

The Retirement Roundtable

著者： Veronica Redfield and Grant Hartmann
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
エピソード
  • Should I Do a Roth Conversion With My TSP?

    Should I Do a Roth Conversion With My TSP?
    2026/05/02
    Deciding whether to move your Thrift Savings Plan funds into a Roth IRA involves balancing immediate tax costs against the potential for decades of tax-free growth. This episode breaks down the critical "tax bracket math" and timing strategies necessary to determine if a conversion aligns with your long-term retirement goals. Tune in to learn how to navigate the specific IRS rules and potential pitfalls of transitioning your federal benefits.
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    1分未満
  • Should I Move My Money Out Of The Market Before Retirement?

    Should I Move My Money Out Of The Market Before Retirement?
    2026/04/25
    Deciding whether to exit the stock market as retirement approaches is a common anxiety, but "timing the market" often leads to missing out on essential long-term growth. This episode breaks down why staying invested—rather than retreating to cash—is crucial for outbalancing inflation and ensuring your nest egg lasts for decades. We explore smarter ways to de-risk your portfolio through strategic asset allocation without sacrificing the compounding power of the market.
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  • RMD's in 2026: What You Need to Know to Avoid Costly Mistakes

    RMD's in 2026: What You Need to Know to Avoid Costly Mistakes
    2026/04/18
    As the financial landscape shifts, understanding the SECURE Act 2.0 updates for 2026 is critical to ensuring your retirement strategy remains on track. In this episode, we break down the 73-year-old age threshold and the potentially devastating 25% penalty for missed distributions. You will also learn proactive strategies, such as using Qualified Charitable Distributions (QCDs), to satisfy your requirements while minimizing your overall tax burden.
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    1分未満
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