Ep 97: Inheritance Distributions, Combining 401ks, Investing for Inflation & Retirement – Mailbag Episode

<p style="margin: 0in;"><strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; color: #0e101a; font-weight: normal;"> In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need to take from an inheritance, combining old 401ks into an IRA, and how to invest for inflation and how to invest if you’re on the doorstep of retirement.</span></strong></p> <p style="margin: 0in;"> </p> <p class="MsoNoSpacing"><strong><span style= "font-size: 14.0pt; font-family: 'Arial',sans-serif; mso-bidi-font-style: italic;"> Here’s some of what you’ll learn on this episode: </span></strong></p> <ul> <li class="BodyA"><span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> An explanation of what inflation is and how it works. <strong>3:10</strong></span></li> <li class="BodyA"><span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> Why you need to have equities in your portfolio to help combat inflation over</span> <span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> time. <strong>6:15</strong></span></li> <li class="BodyA"><span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> The three things you need to do as you approach retirement. <span style="mso-spacerun: yes;"> </span><strong>9:58 <span style="mso-spacerun: yes;"> </span></strong></span></li> <li class="BodyA"><span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> How conservative do you need to be with investing when you get within 5 years of retirement? <strong>14:24</strong></span></li> <li class="BodyA"><span style= "font-size: 14.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> Should you combine all of your 401ks into one IRA? <span style= "m