Should I Stop Contributing to My Pre-Tax Accounts?

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 statement

Resources Mentioned In This Episode

LiveWithRoger.com

BOOK - 4000 Weeks by Oliver Burkeman

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center