Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on Monte Carlo analysis; the good, the bad, the ugly ( 9:10 )Why all retirement plans are ultimately ...
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Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
Thoughts on Monte Carlo analysis; the good, the bad, the ugly ( 9:10 ) Why all retirement plans are ultimately wrong as soon as they're made, and need to be agile and adaptable ( 13:30 ) How to try to help people get comfortable spending the money they've accumulated ( 22:53 ) Should people care how financial advisors dress? ( 29:18 ) Is IRMAA (Income Related Monthly Adjustment Amount) something that needs to be avoided, or is it okay to knowingly pay some IRMAA in the name of longer term tax planning ( 35:12 ) Are there any planning considerations or concerns people should have if the government shutdown continues to drag on ( 39:58 ) Is renting a home (instead of owning or buying) a home in retirement okay ( 44:27 ) Are Donor Advised Funds worth using ( 48:35 ) Their thoughts on Artificial Intelligence and how it may impact financial and retirement planning ( 52:52 ) Is it okay to pay taxes on Roth conversions by withholding it from the IRA, or should taxes on conversions only be paid with money outside of an IRA, such as in a bank or brokerage account ( 1:00:42 )
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To send Andy questions to be addressed on future Q&A episodes, email [email protected]
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