CAPitalize on a Few Retirement Questions – Episode 50

This week’s episode of CAPitalize Your Finances is going to be a bit different from what we’ve done in the past. Normally I speak about an individual topic that’s relevant to what all you CAPitalizers need to know or have guests on from all walks of life to enlighten you how to CAPitalize Your Finances, regardless of what path you choose.

This episode? CAP is answering YOUR questions!   

As you might imagine, doing so often leads to follow-up questions from many of my astute listeners and subscribers. Over the course of this past year, I’ve received dozens of emails asking about things like inherited IRAs, starting a 401k, paying off a loan, and much more, so for today’s episode, we are going to focus on the retirement questions.  

I’ll be answering some of the most interesting retirement questions I’ve gotten. Time to dive in!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.

IRA withdrawals will be taxed at ordinary income rates. Withdrawals prior to age 59½ may also be subject to a 10% penalty tax.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL ART-??? (11/22​)

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