Posts tagged RMDs
Jill on Money Radio Show: Am I on Track for Early Retirement?

This week it’s a throw back of sorts, back to when we used to take a bunch of callers every week. So no guest this week, instead we’re giving you a few calls and a slew of emails.

The first call was from Anthony in Arkansas who’s wondering if he’s actually saving too much for retirement. Is there such a thing?

Next was Kelly in North Carolina, also with a retirement question. Only in his 20s, Kelly is looking to do everything he can now to ensure that he has plenty of options down the road.

We started hour two with Joan who was wondering if there’s a best way to handle RMDs. Turns out we also learned that Joan is using way too many funds in her retirement accounts.

As I always like to say, when it comes to investing, less is usually more.

Have a money question? Email me here.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.

#208 Taxes, RMDs, Target Date Funds

As we say goodbye (and good riddance!) to February, there were lots of questions about tax preparation, Required Minimum Distributions and whether or not to use target date funds. Thanks so much to Peter, Mike and Lisa, all of who offered extra information for our listeners!

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Here was the CBS This Morning segment, where we celebrated America Saves Week and in case you missed it, President Obama dropped the F-Word last week!

Not that one, but he endorsed a Department of Labor proposal, which would require brokers to act in a customer’s best interest—the so-called FIDUCIARY duty—when working with retirement investors. We talk a lot about fiduciaries on the show, so we'll be keeping you posted on what happens next.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE