What Should I Consider When Transferring Investment Accounts?

What are you doing to make friends in retirement? Mark Ross and I explore this challenge in our Bring It On segment. Listen in to hear how I made a new friend this week and stick around to hear the listener questions and what you could be doing to improve your social life. 

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

• [2:36] What should Ronnie consider when transferring investment accounts?
• [14:30] Clarifying the 401K catch-up provision for high-income earners
• [20:12] Clarifying the 5-year rule with each conversion
• [22:44] Capital gains strategies for downsizing your primary residence
• [26:35] Will claiming a personal SS benefit early affect a spousal benefit?

BRING IT ON WITH MARK ROSS

• [30:40] How do we make new friends in retirement?

TODAY’S SMART SPRINT SEGMENT

• [37:57] Take stock of your social network to see how you could improve

Resources Mentioned In This Episode

The Roth series 494, 495, 496, 497, 499

BOOK - A Simple Path to Wealth by J.L. Collins

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center