Podcasts about Rollover

Is your 401(k) prepared for a market crash? With market volatility on the rise, many investors are wondering how to protect their portfolios.  In this episode, I share an article from Go Banking Rates on how to safeguard your retirement savings during turbulent times. I'll highlight key takeaways from the article, share my own insights on where I agree or disagree, and explain why certain strategies may be more effective than others. After that, I answer a listener's question about long-term care (LTC) insurance. We'll explore different types of LTC policies, discuss the ideal time to purchase coverage (such as around age 50), and consider whether self-funding might be a smarter financial strategy. Key takeaways: Diversify, Diversify, Diversify Shift Toward Conservative Investments as You Near Retirement Rebalance Regularly—Not Just After a Crash Consider a 401(k) Rollover for More Flexibility Stay the Course—Don't Panic Sell Resources: Go Banking Rates article: How To Protect Your 401(k) from a Stock Market Crash   Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Get the book - out now!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement Follow Retirement Starts Today inApple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart  

As we wrap up the season, it's time we highlight the importance of programming. Today, I unpack the 3-day rollover programming — AKA, the Gain, Go, and Grow model — we use at Donskov Conditioning to train and prepare our athletes. I'll walk through the main pillars and foundational principles of the model, what to expect from the program, and how it benefits hockey players of all demographics (young or advanced levels). Most of all, I share how we instill important skills all athletes need to keep evolving and produce results when game day comes.   HIGHLIGHTS 00:00 What I tell my young athletes for off season training. 03:55 The origin + main pillars of the Gain, Go, and Grow model. 06:55 Who is the rollover program for? 09:10 What to expect from the 3-day program. 14:05 How the Gain, Go, and Grow model benefits the athletes.   RESOURCES + LINKS Check out Anthony's Masterclass -  The High Performance Hockey Masterclass Follow Anthony on Instagram | @anthonydonskov Follow Anthony on Twitter | Anthony Donskov, PhD Subscribe to our YouTube Channel | The HPH Podcast with Anthony Donskov Follow HPH Podcast on Instagram | @hph_podcast Follow HPH Podcast on Twitter | @TheHPH_Podcast Learn more on our Website | https://www.donskovsc.com/ Check out Anthony's Books Physical Preparations for Ice Hockey: Biological Principles and Practical Solutions The Gain, Go, and Grow Manual: Programming for High Performance Hockey Players

In this episode of the Hurdy Gurdy Travel Podcast, host Justin Vacula discusses the latest enhancements to the MGM Rewards program, including cruise benefits, rollover tier credits, and more. Joined by returning guest Marc Konchinsky, they share personal experiences with MGM properties and strategies for maximizing rewards through credit card points and miles. The episode also covers upcoming meetups in Greater Philadelphia, the benefits of the MGM MasterCard, and new credit card rumors. Listeners are encouraged to explore these benefits and consider how to integrate them into their travel strategies. 00:00 Introduction to Low-Cost Travel with Points and Miles 00:48 Today's Episode Overview: MGM Rewards and More 01:45 Special Guest: Marc Konchinsky MGM Rewards 02:59 Earning and Maximizing MGM Rewards 11:28 Enhanced Cruise Benefits with MGM 18:07 Upcoming MGM Rewards Credit Card 23:19 Credit Card Strategies and MGM MasterCard 24:20 Personal Insights and Experiences with MGM 26:19 Maximizing MGM Rewards and Status 29:14 Online Gambling and Maximizing Benefits 34:40 Virgin Red Card Application and Benefits 38:36 Upcoming Travel Plans and Cruise Opportunities 40:38 Closing Announcements and Future Events

#SafeMoney #JonHeischmanSr #PlayingTheLongGame #LivingPast90It is not uncommon for some to live past 90 years old these days and in this episode host Jon Heischman, Senior discusses retirement and tax planning for those who do live that long.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Kinsta: https://kinsta.comAdvertising Inquiries: https://redcircle.com/brands

En este episodio con Carlos Sagardía en sustitución de Luis:

#SafeMoney #JonHeischmanSr #DontFailToPlanMany delay and some don't plan for retirement at all. In this episode, host Jon Heischman, Senior warns "don't fail to plan" and what basic steps you can take to get started.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

The administration has named their nominee to lead the Federal Motor Carrier Safety Administration – someone with a law-enforcement background. Also, Congress hears plenty about trucking issues. But earlier this week, OOIDA's Lewie Pugh gave them truckers' points of view. And truckers are telling Marty Ellis about truck rollovers from recent high wind incidents, and the ongoing technology vs. training debate. 0:00 – Newscast 10:01– Pugh offers the facts on major trucking issues 24:27 – What we know about the FMCSA nominee 39:25 – Rollovers from high winds have truckers' attention

#SafeMoney #JonHeischmanSr #SimpleBuildingBlocksIn this episode, host Jon Heischman, Senior covers the simple building blocks for a retirement income plan.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

#SafeMoney #JonHeischmanSr #GenerateIncomeIn this episode, host Jon Heischman, Senior talks about the need to quantify your retirement income needs and then how to generate that income.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

Aymee Ruiz, a mother of three, found herself trapped inside her burning truck after a cement mixer crashed into her on US 60 in Mesa, Arizona. As flames quickly consumed her vehicle, Aymee feared she wouldn't make it out alive. This powerful story from Miracles in the News captures every heart-stopping moment of her ordeal, highlighting the courage of selfless bystanders who risked everything to save her. Don't miss this incredible tale of survival, faith, and divine intervention!

This week, Elliot Williams and Tom Nardi start off the episode by announcing Arduino co-founder David Cuartielles will be taking the stage as the keynote speaker at Hackaday Europe. In his talk, we'll hear about a vision of the future where consumer electronics can be tossed in the garden and turned into compost instead of sitting in a landfill for the next 1,000 years or so. You'll also hear about a particularly clever manipulation of Apple's AirTag infrastructure, how a classic kid's toy was turned into a unique display with the help of computer vision, and the workarounds required to keep older Global Positioning System (GPS) hardware up and running. They'll also cover DIY toasters, extracting your data from a smart ring before the manufacturer can sell it, a LEGO interferometer, and a new feature added to the Bus Pirate 5's already impressive list of capabilities. Capping off the episode there's a discussion about the surprising (or depending on how you think about it, unsurprising) amount of hardware that was on display at FOSDEM this year, and the history of one of man's most infernal creations, the shopping cart wheel lock. Check out the links over at Hackaday, and as always, tell us what you think about this episode in the comments!

#SafeMoney #JonHeischmanSr #AssetsIntoIncomeIn this episode, host Jon Heischman, Senior talks about how to turn your assets into income for your retirement years.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

A key agile principle is the value of getting work done by the end of each iteration.Yet one of the biggest complaints I get from agile leaders is that teams never finish what they say they will during a sprint. Instead, teams consistently let the unfinished work spill over (AKA roll over or carry over) from sprint to sprint.Spillover is such a prevalent problem for agile teams that I want to devote several tips to talking about it.  First, I'll explain what spillover is and how to know if it's a problem Next, I'll describe why habitual spillover is so bad Third, I'll give you some ideas for how to break your team's rollover habit Finally, I'll talk about what to do with unfinished work when spillover happens. After all, while spillover shouldn't be a habit, every team will occasionally have unfinished work at the end of the sprint  Team members were too optimistic and brought too much into the iteration The team was interrupted more often during the sprint than expected Some of the work took longer than expected Externally: A boss or important stakeholder can exert pressure by telling a team what must be done or by establishing unrealistic expectations. Internally: Some teams allow their optimism and high expectations of themselves to create pressure to do more than is reasonable.What Is Spillover? Why Does It Happen?Spillover is when a team arrives at the end of one sprint with some unfinished work that needs to be finished in a later sprint. It happens when a team overcommits to what they can achieve during the iteration timebox. This is usually because: Spillover is not a bad thing in and of itself. It's unrealistic to expect a team to finish everything it starts, every sprint. In fact, it's normal and desirable for a team to occasionally aim a little high for what they can accomplish in a sprint, and come up short. When Does Spillover Become a Problem?Habitual spillover, though, is different. Habitual spillover is when a team almost always commits to more than they can finish in the sprint. These teams rarely finish what they think they will.As a result, the end of the sprint becomes an arbitrary date, and work is just carried over into the next sprint as if it's no big deal.It is a big deal. (I'll talk more about why it is a big deal in next week's tip).The most common reason teams develop a habit of taking on more work than they can finish is pressure. That pressure can originate:  One Thing to Do This SprintOne thing you can do right away to help stop habitual spillover is to make the problem visible.At the next sprint end, make a note of how many items the team committed to versus how many were 100% done. Even better: look back and do this for a handful of prior sprints.Bring this information to the retrospective and ask the team why they think unfinished work has become a pattern for them. Then ask them for one thing they could try next sprint to prevent it from happening.Don't forget to hold them accountable to trying that idea (whatever it is) during sprint planning and as the sprint progresses.While you're doing that, I'll be getting my next tip ready for you. Next week I'll be writing about why spillover is such a bad habit to fall into and how breaking that habit can help you succeed with agile.How to connect with AgileDad:- [website] ⁠⁠https://www.agiledad.com/⁠⁠- [instagram] ⁠⁠https://www.instagram.com/agile_coach/⁠⁠- [facebook] ⁠⁠https://www.facebook.com/RealAgileDad/⁠⁠- [Linkedin] ⁠⁠https://www.linkedin.com/in/leehenson/

U.S. economic growth is fueled by consumer spending with the top 10% of earners contributing to nearly half of those expenditures.  Today's Stocks & Topics: VLO - Valero Energy Corp., Market Wrap, America's Economic Paradox: Wealthy Spending Surge Meets Rising Credit Card Debt, 401k Rollover, BKE - Buckle Inc., PLTR - Palantir Technologies Inc., Economic Analysts: Price Targets, Developed Markets ETFs, PRU - Prudential Financial Inc., Treasury Inflation Protected Securities (TIPS).Our Sponsors:* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

In this episode, we dive deep into the often-overlooked world of unclaimed funds, revealing how to track down forgotten savings accounts and uncashed checks. We then tackle the minefield of retirement rollovers, highlighting common errors that can cost you thousands in taxes and penalties. Finally, we provide actionable strategies to ensure your hard-earned money stays working for you, not against you.

With average monthly expenses in retirement reaching around $5,000, retirees must navigate a delicate balance between enjoying their golden years and ensuring their savings last a lifetime. Today's Stocks & Topics: SCHD - Schwab US Dividend Equity ETF, Market Wrap, BAH - Booz Allen Hamilton Holding Corp., CIVI - Civitas Resources Inc., TSLA - Tesla Inc., 401k Rollover, Average Retiree Spending: Will You Have Enough?, AKAM - Akamai Technologies Inc., AVGO - Broadcom Inc., INTC - Intel Corp., Student Loans, GSEW - Goldman Sachs Equal Weight US Large Cap Equity ETF, RJF - Raymond James Financial Inc., U.S Tariffs Against China, Mexico and Canada.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALK* Check out Kinsta: https://kinsta.com* Check out Trust & Will: https://trustandwill.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

En el capítulo 801 de este jueves, 27 de febrero, @franaldaya te cuenta cómo cerró la última licitación de deuda en pesos de febrero, cuántos dólares usó el Gobierno para frenar la brecha y una entrevista al CEO de Nera. Además, @EspinaMariano con lo último de la política en #RecintosDelPoder. Informáte más en www.bloomberglinea.com

A "horrendous" cement truck rollover on Bulleen Road in Balwyn North has caused traffic chaos ahead of peak hour this afternoon. See omnystudio.com/listener for privacy information.

#SafeMoneyAndRetirementShow #RetirementMoneyQuestionsWe are awash in information; some of it useful, most of it not. Host Jon Heischman, Senior breaks through the clutter when it comes to retirement money questions in this week's episode.Call Jon at (888) 426-0177 with questions, comments or to get a free copy of Top 10 IRA Mistakes and How to Avoid Tax Traps. Visit www.heischmanfs.com/ for additional information.

A semi-truck rollover on F.M. 536 and F.M. 1303 northwest of Floresville is causing traffic delays. F.M. 536 is closed to traffic as crews work to upright the overturned truck and clear the accident scene.  The accident occurred around 2 p.m. Thursday.  rdraper@mywcn.comArticle Link

We have a border czar. Is it time for a health czar in the province? Doreen Barrie with the University of Calgary makes the case for one. Fortunately no fatalities following the plane rollover at Pearson Airport in Toronto. How did it happen? Duncan Dee is an aviation consultant and former COO of Air Canada. He shares his insights. There were mixed feelings across the board when it came to the GST holiday. The break ended on Friday. Restaurants want it to be permanent. Kelly Higginson with Restaurants Canada shares how it's been so helpful for the industry. For more of the Shaye Ganam Show, subscribe to the podcast. https://globalnews.ca/calgary/program/shaye-ganam/ Learn more about your ad choices. Visit megaphone.fm/adchoices

News reports say the truck was airborne for 81 feet. https://www.lehtoslaw.com

Andrew King of the OOIDA Foundation joins us to offer some analysis of a new report claiming a truck driver shortage. Also, a husband and wife who share life on and off the road offer some tips to keep things running smoothly. Then, we'll tell you who in recent news has been good and who's been bad with some Roses and Razzberries. And we'll hear how cargo thieves are evolving, using new methods and targeting different cargo from Danny Ramon of Overhaul. 0:00 – Analysis – driver shortage report falls short 09:46 – Team drivers offer tips for success 24:24 – Roses and Razzberries 39:23 – Cargo thieves are trying new tricks

On this week's Money Matters, Scott and Pat explore how tariffs and political shifts impact investing and the importance of having a long-term strategy. Then, they break down ERISA, 401(k), and 457 plans, and talk about when it makes sense to roll over your money into an IRA. Plus, they discuss advanced financial planning strategies, including balancing retirement savings with other long-term goals, and making sure you have the right insurance to protect your wealth. Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Join today's episode as Polaris Transaction Advisory Executive, Kyle Webster, joins Jamie behind the mic for a timely Market Update plus a "back to basics" conversation on Rollover Equity considerations.

#ThisMorning on #BRN #Retirement #1958 | Evolving and Improving the Participant Rollover Process | Jacqueline Rynn, SS&C Technologies | #Tunein: broadcastretirementnetwork.com #Aging, #Finance, #Lifestyle, #Privacy, #Retirement, #Wellness and #More - #Everyday | #Subscribe with #DiscountCode ‘BRN20'

Send us a textUnlock the secrets to franchise success with insights from expert guest Kelly Krueger, a senior consultant at Benetrends. Discover how you can transform your retirement savings into a thriving business with the Rollover as Business Startups (ROBS) program. Learn how this innovative financing option lets you invest pre-tax retirement funds into your franchise without hefty taxes or penalties, offering immediate capital and a long-term retirement strategy.Join us as we explore the benefits and complexities of franchise financing, from the tax efficiencies of ROBS to the nuances of setting up tailored retirement plans within your business. Kelly emphasizes the importance of being a W-2 employee in your franchise and how to manage your salary flexibly. We also navigate the world of SBA loans, debunking myths, and highlighting the key borrower responsibilities and the impact of economic factors like interest rates on these loans.Finally, we shed light on diverse investment strategies for aspiring franchise owners. Whether you're considering an SBA loan, a HELOC, or borrowing against brokerage accounts, we discuss the advantages and limitations of each. We reflect on the role of economic trends in shaping franchise opportunities, particularly in blue-collar sectors. With Kelly Krueger's guidance, this episode promises to inspire and equip you with the financial knowledge to turn your entrepreneurial dreams into reality. The Franchise Insiders Podcast Schedule A Call Text: 305-710-0050 Take our FREE Business Builder Assessment

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Buttlerfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.Advertising Inquiries: https://redcircle.com/brands

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Our Sponsors:* Check out Fabric: https://fabric.com/INVESTTALKAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Listener Q&A where Andy talks about: What's the difference between index mutual funds and index ETFs, and why choose one over the other ( 6:32 )Is a three-fund index fund portfolio reasonable for someone in the decumulation phase of life ( 17:04 )What's the difference between a "rollover" and "traditional" IRA ( 20:54 )How much of your net worth should you cover with umbrella insurance ( 24:32 )What should someone do about a pre-tax employer plan they don't really need if they're only in their 60s and still a few years away from Required Minimum Distributions ( 33:17 )What to consider when deciding whether to roll an old employer 403(b) into a new employer's 403(b) or to an IRA ( 36:30 )What tax prep courses are there for individuals to learn about doing their own taxes ( 39:13 )Discussion of "bullet" maturity bond funds/ETFs ( 42:30 )To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comMy company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

The uncertainty around higher taxes continues as Trump expresses his desire to extend his own tax cuts beyond 2025. But how long will these historically low tax brackets stick around with US debt being out of control? In this episode, Abe Abich discusses what we should be thinking about before making the decision for a rollover, including the overall process, tax implications that come with it, and the various options to consider. Ready to see if a 401k Rollover is right for you? Visit TheRetirementKey.com today and get a free copy of Abe’s book The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement when you schedule an appointment!See omnystudio.com/listener for privacy information.

I'm 60 years old with 36 years of service. I called the TSP help line and asked if I could roll over money from the traditional TSP directly to a Roth IRA I have at Fidelity. They said yes. And, sure enough, when you go on the tsp.gov website and click through Withdrawals and "Roll Over an Amount to an IRA" "Roth IRA" is one of the three choices for a destination. So, is it true you no longer have to do the two step process of going to an IRA and then from there roll over to the Roth? If so, what is the "gotcha," because that seems way too easy? As you click through further, there is no federal tax withholding done by the TSP, so the whole amount goes to the Roth. Meaning, you're on your own for paying the taxes. It would be costly in the short term but potentially save a ton of taxes in the distant future. - Douglas    https://zurl.co/plXz

Click here to send a text to Christian and DougDo you remember when the Isuzu Trooper II earned a reputation for rolling over? Tim from Season 3 tells us all about it and more.#isuzutrooper #tippinghazard #danger #suvs #podcast #carsloved #everycartellsastory #everycarhasaculture #oops #1991Remember to Follow/Subscribe and visit https://linktr.ee/carsloved to find all of our episodes and latest content.

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Starting a Roth I-R-A, How Long to Hold an Investment, Rollovers, Social Security Withdraw, Dividends, Covered Calls, Options Trading, Moving Averages, Investing Factors, Stock Split, REIT Space, 457 Rollover, Low Contribution Limits, Tariffs, Covered Call Strategy, Foreign Stocks, Gas-Pipeline Producers, How Much Debt a Company Has.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Jim and Chris received an email from a listener asking about completing a Roth conversion using a 60-day rollover. In response, they decided to take a dive deep into the topic, exploring what they call the “60-day rollover conversion” strategy. The post 60-day Rollover Conversion Strategy: EDU #2448 appeared first on The Retirement and IRA Show.

“Prevention is better than cure. Don't feel overwhelmed by all this. Would you remove your own kidney? You would go to a professional to get it done.” -Denise Appleby   Renowned IRA and retirement plans expert Denise Appleby joins our hosts Stephanie McCullough and Kevin Gaines for a crucial conversation on managing your retirement accounts effectively, especially as 2024 comes to a close.   Having trained thousands of financial, tax, and legal professionals, Denise shares her invaluable insights on year-end retirement planning strategies, covering the complexities of Required Minimum Distributions (RMDs) and the potential pitfalls of rollovers.   They talk about the challenges family members face when inheriting IRAs and handling 401(k) withdrawals, including those aged 73 and older.   In addition to RMDs, they also cover Roth conversions and Qualified Charitable Distributions (QCDs), giving you much-needed clarity on suitability assessments and precise reporting needs.   Denise explains the differences between transfers and rollovers, providing real-life examples of costly mistakes and IRS penalties that typically come from common misunderstandings. By sharing these cautionary tales, Denise demonstrates the importance of consulting knowledgeable financial advisors to guide you through these often-daunting processes, ensuring your retirement plan remains on track!   Key Topics: How to Manage Your Retirement Accounts Before the Year Ends (3:38) Navigating IRS Publications and Regulations (10:18) What's Eligible for a Rollover? (22:38) Understanding Beneficiary IRAs and R&D (27:30) Direct Versus Indirect Roth Conversions (38:28) A Primer on Qualified Charitable Distributions (46:42) Stephanie and Kevin's Key Takeaways (59:45)   Resources: DeniseAppleby.com Take Back Retirement Episode 12: What Women Need to Know About IRA's, with Sarah Brenner Take Back Retirement Episode 20: Women + Roth IRA's – What Should You Be Aware Of? Take Back Retirement Episode 58: Secure Act 2.0: New Retirement Account Rules, Same Old Message! Take Back Retirement Episode 78: The Essential Rules to Know When You Inherit an IRA     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

In this episode, Mike Morton and Matt Robison dive into a commonly overlooked step in managing rollover and inherited IRAs: making sure your funds are invested and not just sitting in cash. They share practical tips on how to avoid leaving money idle, like setting a yearly reminder to check your accounts, opting for simple investment choices, and keeping track of dividends. They'll show you how a few quick actions can ensure your money is working for you, so tune in to get easy strategies that keep your finances on track without the stress!Are you ready to create your ideal lifestyle? Let's Connect.Learn more about Mike and my services at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

The automaker's challenges reflect broader issues within the country's industrial sector, signaling potential shifts in Germany's economic landscape. Today's Stocks & Topics: ZIM - ZIM Integrated Shipping Services Ltd., Market Wrap, EMA - Emera Inc., DG - Dollar General Corp., AMAT - Applied Materials Inc., S - SentinelOne Inc., Volkswagen in Crisis: Can Germany's Auto Giant Survive the Shift?, CROX - Crocs Inc., 457 Rollover, The Return of Trumponomics, Trump's Tariffs.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Learn the pros, cons, and methods of rolling over retirement accounts to simplify your finances so you can avoid costly mistakes. How can you budget smarter for the holidays? Does it make sense to combine retirement accounts from previous jobs into one? What are the benefits and drawbacks of different rollover options? Hosts Elizabeth Ayoola and Sara Rathner begin the episode with a discussion of holiday budgeting, offering tips and tricks on avoiding impulsive spending, setting clear financial priorities, and the importance of delayed gratification. Then, hosts Sean Pyles and Sara Rathner discuss retirement account rollovers and key considerations to help you streamline your retirement savings and avoid penalties. They begin with a discussion of rollover basics, with tips on direct vs. indirect rollovers, how to avoid unexpected costs, and how to choose between an IRA and a Roth IRA. Credit Card Nerd Jae Bratton joins Sean and Sara to discuss her own experiences with retirement rollovers. They discuss the pros of consolidating accounts, the financial security it can offer, and how to choose the right investment options to suit your retirement goals. Interested in consolidating your old retirement accounts? Our investing writers broke down the best IRA accounts for hands-on or hands-off investors: https://www.nerdwallet.com/best/investing/ira-accounts And the best Roth IRA accounts categorized by online brokers or robo-advisors: https://www.nerdwallet.com/best/investing/roth-ira-accounts  In their conversation, the Nerds discuss: holiday budgeting, retirement rollovers, financial management, impulsive online shopping, retirement account rollovers, direct rollovers, indirect rollover, IRS penalties, Roth 401k, Roth IRA, 403b, traditional IRA, tax compatibility, retirement savings, financial priorities, budgeting tips, holiday spending mistakes, investment flexibility, IRA options, consolidating accounts, retirement planning, contribution limits, managing finances, budgeting strategies, simplifying retirement accounts, retirement account consolidation, and financial goals. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Secure Act ConcernsRules for Traditional and Roth IRAs and Changes for Inherited IRAsWill Beneficiaries Need to Withdraw RMDs Every Year?Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?Why Congress Wants Inherited IRA Heirs to Follow the 10-Year RuleWhat Is Required of Non-Spouse Beneficiaries When Someone Passes After Starting RMDs?What Happens if the Original Account Owner Dies Before Taking Required Minimum Distributions?Can Non-Spouse Beneficiaries of Inherited IRAs Do a Rollover?When Should People Born in 1959 Begin RMDs?What You Should Do if You Skipped RMDs Between 2020 and 2024Key Takeaway Read about topics from this episode. IRS Finalizes RMD Regulations: Key Takeaways and the 10-Year Rule for BeneficiariesHow to Avoid Unintended Distributions from Inherited IRAs and 401(k)s4 RMD Mistakes to AvoidIRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDsInherited IRAs: What to Know About Taxes, RMDs, and More What to watch from Morningstar.How to Find the Best Health Savings AccountHow GLP-1 Drugs Like Ozempic Are Boosting Biopharma StocksIs the Fed's Plan to Avoid a Recession Working?Don't Overlook These Crucial Parts of Your Retirement Plan Denise Appleby, Morningstar contributor, explains the new inherited IRA rules including whether heirs need to take RMDs and follow the 10-year rule.  Plus, what the next steps are if a beneficiary, who inherited an IRA since 2020, hasn't taken RMDs yet.  Read what our team is writing:Denise ApplebyIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

O.C. Fire Chief Brian Fennessey -- On Thursday, September 19, eight of our OCFA Handcrew members were returning from battling the Airport Fire when they were involved in a rollover crash on a freeway in Irvine. Eight members were injured, six were critically injured and transported to area hospitals // OCFA GoFund Me /OCFA for injured firefighters // Oakland A's last game in Oakland before they move to Sacramento // Porta-Potty business smelling up the neighborhood / Population is declining 

#194: Build wealth and achieve financial freedom with three simple, actionable steps. Personal finance expert JL Collins discusses the concept of "FU" money, the importance of living on less than you earn, the power of low-cost index fund investing, and other effective strategies to create long-term wealth. JL Collins is the author of The Simple Path to Wealth and a popular personal finance blog, where he helps countless individuals take control of their financial futures by simplifying wealth-building strategies. With decades of experience, his work has been widely influential in the FIRE movement. Link to Full Show Notes: https://chrishutchins.com/jl-collins-the-simple-path-to-wealth Partner Deals DRAM: 20% off my favorite sparkling water with zero calories, zero sugar Facet: Personalized Financial Planning + $250 enrollment fee waived Notion: Try Notion AI free to automate tedious tasks and streamline your work Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth DeleteMe: 20% off removing your personal info from the web For all the deals, discounts and promo codes from our partners, go to: chrishutchins.com/deals Resources Mentioned JL Collins: Blog | X | Facebook Books: The Simple Path to Wealth | Pathfinders Time Machine and the Future Returns for Stocks Blog: Mr. Money Mustache J.P. Morgan Asset Management Analysis: Is your money working its hardest for you? ATH Podcast: Ep #91: Die With Zero: Net Fulfillment Over Net Worth with Bill Perkins Ep #189: Beyond the 4% Rule: Smarter Strategies for Financial Independence with Karsten Jeske Follow & Review on Apple Podcasts Email us for questions, tips, deals and feedback Full Show Notes (00:00) Introduction (02:20) What Is "FU" Money and How Is It Related to Financial Freedom? (04:13) Real Life Examples of "FU" Money (Even With Small Savings) (07:27) The Simple Path to Wealth Explained (09:31) Is Saving the Hardest Part of Creating Wealth? (11:54) How to Prioritize Your Lifestyle for Financial Freedom (19:26) Why Becoming Wealthy Is Simpler Than You Think (23:15) Do You Need to Quit Your Job When You're Financially Independent? (25:52) How to Look at Investments as a Way of Saving (30:08) Should You Cash Out Your Portfolio When the Market Is Down? (36:54) The Different Implications of the Trinity Study (Safe Withdrawal Rates) (40:19) Expanding Your Portfolio Beyond U.S. Exposure (49:21) Difference Between VTSAX vs. VTI (53:19) How to Avoid Fees When Investing (54:54) Strategies to Roll Over 401(k)s (59:36) Exceptions for Debt (1:04:49) Is Financial Independence About Freedom or Wealth? (1:10:06) What Is the Real Benefit of Financial Freedom and Independence? (1:10:52) Where to Find JL Collins Connect with Chris Newsletter | Membership | Twitter | Instagram | LinkedIn Editor's Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.

Six Orange County firefighters are in critical condition this morning, two others injured, after a rollover crash on a freeway in Irvine. Dodgers star Shohei Ohtani became the first player to do something incredible. We'll tell you about the Central Avenue Jazz festival happening tomorrow in South L.A. Plus more.  Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.com.Support the show: https://laist.com

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Savings Account, Financial Data on Companies, TSP Investments and Percentages, Options & Capital Gains, 401k, A-I in the Finance Industry, Rollover the 403B to a Roth I-R-A, Brokage Account Security, Second High-Risk Account, Municipal Bonds, 401k Funds, Selling Losses vs. Taxes, Portfolio Reviews, Interest Rates and Homes, Covered Call, Bond Option, Limited Partnership.Our Sponsors:* Check out Moorings: moorings.com* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the world.Today's Stocks & Topics: Energy Sector, Bonds vs. Money Market, Stock Valuation, Index-Linked Variable Annuities, Union Business Cycle, Conversion Roth 401k to Roth I-R-A, 401k Rollover, Preferred Stocks, Electric Vehicles and TSLA, Trustable Financial Websites, Investment Criteria, Tax-Loss, Lower Cost Basis, Ordinary vs. Qualified Dividends, Iron Butterfly Options, Investing in Treasury Bonds, Enerplus and Chord Energy.Our Sponsors:* Check out eBay Auto: www.ebay.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

When people change jobs, their 401(k) retirement funds often wind up in individual retirement accounts, or IRAs. Wall Street Journal reporter Anne Tergesen joins host J.R. Whalen to discuss misunderstandings about the rollover process that can limit savers' potential for growth. Sign up for the WSJ's free Markets A.M. newsletter.  Learn more about your ad choices. Visit megaphone.fm/adchoices