Listener Questions: Roth Conversions, Early Withdrawal Penalties, and Capital Gains, Ep #171
When are the best times for Roth conversions? Should you invest in a target-date fund? Can you avoid the 10% early withdrawal penalty? These are just a few of the questions I'll tackle in this special Listener Questions edition of Retirement Made Easy! Preparing for retirement is complicated at best. I want to make sure I'm consistently answering the questions that are top of mind for my listeners. So if you have a question, head on over to RetirementMadeEasyPodcast.com and submit one! You will want to hear this episode if you are interested in... [0:28] Submit questions are RetirementMadeEasyPodacst.com [2:57] Question #1: When are the best times for Roth conversions? [8:23] Question #2: Should you invest in a target-date fund? [13:59] Question #3: How do I request a lump sum pension? [16:57] Question #4: Can you avoid the 10% early withdrawal penalty? [19:55] Question #5: How does 401K matching work? [22:28] Question #6: How does the survivor benefit work when divorced? [25:07] Question #7: How do long-term capital gains taxes work? Resources & People Mentioned Check out the Retirement Made Easy YouTube channel! 3 Steps to Retirement Planning Rule 72T Connect With Gregg Gonzalez Email at: Gregg.gonzalez@lpl.com Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube Subscribe to Retirement Made EasyOn Apple Podcasts , Spotify , Google Podcasts