Market Volatility, IRA Rollovers and Inherited IRA Rules | Episode 024

Episode 24 August 07, 2024 00:33:26
Market Volatility, IRA Rollovers and Inherited IRA Rules | Episode 024
Mark's Money Mind
Market Volatility, IRA Rollovers and Inherited IRA Rules | Episode 024

Aug 07 2024 | 00:33:26

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Show Notes

In this episode Mark updates listeners on his personal housing situation and discusses the recent challenge accessing his Charles Schwab account amid market volatility and emphasizes the importance of understanding market volatility. 

He discusses a recent Wall Street Journal article and Vanguard research highlighting common mistakes that cost retirement savers billions. Mark further explores IRA rollover rules under the SECURE Act and clarifies the complexities around required minimum distributions for inherited IRAs.

Episode Links:

Mark’s Money Mind YouTube Channel

The Simple Path to Wealth by JL Collins

A Guided Meditation for When the Stock Market Is Dropping

The 401(k) Rollover Mistake That Costs Retirement Savers Billions

Improving Retirement Outcomes by Default: The Case for an IRA QDIA

Untangling the IRS’s New Finalized (and Proposed) Regulation on RMDs: The 10-Year Rule, Trust Beneficiaries, Spousal Beneficiaries, Annuities, and More!

Timestamps:

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