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

/

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:

_______________

As an Amazon Associate this show earns income from qualifying purchases. Affiliate links do not increase your costs, and we will only link to products or services that we are familiar with and that we feel may deliver value to you. The modest income received from affiliate links helps support the cost of running and managing this show.

Other Episodes

Episode 12

May 15, 2024 00:39:43
Episode Cover

Avoid These Financial Mistakes Before Retirement | Episode 012

In this episode of Mark discusses a Wall Street Journal article titled 'Retiring in the Next Five Years? Avoid These Financial Mistakes', adding his...

Listen

Episode 8

April 17, 2024 00:49:17
Episode Cover

Optimizing Credit Card Rewards | Episode 008

In this episode Mark explores the intricacies of using credit card rewards for travel. He emphasizes the importance of paying off credit card balances...

Listen

Episode 42

March 25, 2025 00:43:59
Episode Cover

Q&A: Should I Pay Off My Low-Interest Mortgage? | Episode 042

In this episode Mark discusses the pros and cons of paying off a low-interest mortgage with Doug Cunnington from the Mile High FI podcast....

Listen