Roth IRA Withdrawal Rules And Other Common Retirement Mistakes To Avoid

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  • Опубликовано: 19 сен 2024

Комментарии • 8

  • @DiamondNestEgg
    @DiamondNestEgg  3 года назад +2

    Thanks for visiting our personal finance channel! We hope this free content will help fast-track your financial journey! Please note that there are questions/ comments which I will not be able to answer without fully understanding your financial, personal & other circumstances. Everyone's financial journey is different. If you wish to set up a consultation call & discuss whether we can help you on an individual basis, please complete the Work With Us form on our website: www.diamondnestegg.com
    And check out our video here on Roth IRA withdrawal rules and penalties to make the most of your retirement savings: ruclips.net/video/dAZYWYxLyaY/видео.html
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  • @nalediwanyane4100
    @nalediwanyane4100 3 года назад +4

    This was a really good video, thanks!

    • @DiamondNestEgg
      @DiamondNestEgg  3 года назад +1

      You’re very welcome! I’m glad you enjoyed it!

  • @marcd1981
    @marcd1981 2 года назад +1

    Thank you, Jennifer. I have a small ROTH account from a previous marriage that will not factor into my retirement needs. It is money that has sat in the account for many years without additional contributions.
    I have one debt left to clear (personal loan @ 7.99%) to be totally debt free, and I want to use this money to pay off the loan. I am not 59 1/2 yet (I will be later this year), and my thinking was once I am 59 1/2, I'll withdraw the money and pay off the loan.
    What are your thoughts on handling it this way?
    Best regards,
    Marc

    • @DiamondNestEgg
      @DiamondNestEgg  2 года назад

      Your welcome Marc. I can’t really answer this without more info about your circumstances. Did you email us? I think I saw an email from another Marc that sounded similar to your situation. If yes, let me know.

    • @marcd1981
      @marcd1981 2 года назад

      @@DiamondNestEgg Hi Jennifer. Yes, I sent an email yesterday, it was regarding an Annuity video you posted last year, the Pros and Cons of Annuities.

    • @DiamondNestEgg
      @DiamondNestEgg  2 года назад

      I’ll write you back there this weekend.

    • @marcd1981
      @marcd1981 2 года назад

      @@DiamondNestEgg Thank you!