Mailbag: All Of Your 2025 IRA Questions, Answered

HerMoney with Jean Chatzky

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7d ago 23:52

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It’s clear there’s one thing HerMoney listeners can’t get enough of — retirement. There’s truly an endless amount to explore with this topic because whether you’re 65 or 25, we know the best time to start strategizing is NOW.

And there’s one person that we turn to again and again for retirement advice, specifically when it comes to IRAs — Ed Slott. He's a CPA, a nationally recognized IRA distribution expert, and a best-selling author. This week, Ed was kind enough to join us again to tackle some questions from our community.

CHAPTERS:

00:00 Understanding the complexity of IRAs

5:30 Why Roth conversions are so popular right now

9:30 Withdrawal strategies for retirement

13:30 Retirement options for small business owners

17:00 Choosing investments for your Roth IRA

TAKEAWAYS:

Roth conversions are up significantly this year
Making Roth conversions is a smart move even in strong market years.
When planning withdrawals, start with taxable accounts and wait on tax-advantaged accounts.

Learn more about our Finance Fixx program here. Use code PODCAST for a $100 discount. Interested in learning more about investing alongside hundreds of other women? Join us every other Monday night on Zoom at investingfixx.com.

Have a question for us? Write to us at mailbag@hermoney.com. While you’re at it, join the HerMoney community! For the latest episode drops and financial news-you-can-use, subscribe to our newsletter at Hermoney.com/subscribe!

The HerMoney with Jean Chatzky podcast is sponsored by Edelman Financial Engines. The podcast team and its host are neither employees nor clients of EFE, however, the show does receive fixed compensation and is a paid endorser and therefore has an incentive to endorse EFE and its planners. To learn more about the sponsorship, please visit PlanEFE.com/HerMoney.

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