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Ep 97: Inheritance Distributions, Combining 401ks, Investing for Inflation & Retirement – Mailbag Episode
Manage episode 359455509 series 2891513
In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need to take from an inheritance, combining old 401ks into an IRA, and how to invest for inflation and how to invest if you’re on the doorstep of retirement.
Here’s some of what you’ll learn on this episode:
- An explanation of what inflation is and how it works. 3:10
- Why you need to have equities in your portfolio to help combat inflation over time. 6:15
- The three things you need to do as you approach retirement. 9:58
- How conservative do you need to be with investing when you get within 5 years of retirement? 14:24
- Should you combine all of your 401ks into one IRA? 18:32
- What you need to know about making withdrawals from inherited IRAs. 24:50
Want to get in touch?
Web: https://sierensfinancialgroup.com/
Email: office@sierensfinancialgroup.com
Phone: 847-235-6989
Read more and get additional financial resources here: http://lifemoneyshow.com
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
147 episodes
Ep 97: Inheritance Distributions, Combining 401ks, Investing for Inflation & Retirement – Mailbag Episode
The Retirement Show: Your Life, Your Money with Scott Sierens
Manage episode 359455509 series 2891513
In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need to take from an inheritance, combining old 401ks into an IRA, and how to invest for inflation and how to invest if you’re on the doorstep of retirement.
Here’s some of what you’ll learn on this episode:
- An explanation of what inflation is and how it works. 3:10
- Why you need to have equities in your portfolio to help combat inflation over time. 6:15
- The three things you need to do as you approach retirement. 9:58
- How conservative do you need to be with investing when you get within 5 years of retirement? 14:24
- Should you combine all of your 401ks into one IRA? 18:32
- What you need to know about making withdrawals from inherited IRAs. 24:50
Want to get in touch?
Web: https://sierensfinancialgroup.com/
Email: office@sierensfinancialgroup.com
Phone: 847-235-6989
Read more and get additional financial resources here: http://lifemoneyshow.com
Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
147 episodes
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