Are We on Track for Retirement?
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 8 December 2020
⏱️ 13 minutes
🧾️ Download transcript
Summary
I love that so many people are thinking about retirement and wondering if they're on the right track to accomplish their goals, especially when they're on the younger side. Gives me so much hope!
Have a money question? Email me here.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money podcast. It is Tuesday, December 8th, and we are so grateful that you're here with us. Awesome. Yet another day. We're plowing through December. Can't get there fast enough to kiss this sucker goodbye. I mean, really, 2020 was like the dumpster fire of years. Hasn't it been? Just awful. |
| 0:24.1 | But it's been great for us because this is the year we went to a daily podcast. This is the |
| 0:28.8 | year where we've expanded the audience. This is the year where more and more of you have actually |
| 0:33.8 | sent us your questions. So if you need help with anything financial, |
| 0:38.1 | all you have to do is send an email, ask Jill at jillunmoney.com. |
| 0:43.1 | If you're on our website, jillunmoney.com, |
| 0:45.3 | we've got a contact button. |
| 0:46.8 | Just hit it and we'll get your message. |
| 0:48.8 | Okay? |
| 0:49.7 | This is from Bentley, who says, |
| 0:51.7 | I love your podcast and I listen every day. During this pandemic, I've been |
| 0:56.5 | trying to get more organized and reduce unnecessary clutter from my life. That is very admirable, |
| 1:02.8 | I might add. I did that a little marie condoing my sock drawer. Feels very good. Well, Mark wants to |
| 1:09.9 | know, what does that mean? My socks were a total mess. No, wasn't that they were... First of all, Mark, there's no way my socks would be a total mess. You know me better than that. But I wanted them lined up like little soldiers ready to go to battle in same exact order. Okay? And, you know, let's get back to Bentley, who was scanning some of the old tax returns and said, so I could get rid of all my |
| 1:29.2 | paper copies. And I've always maxed out my Roth IRA in early January. But I noticed in 2015, |
| 1:35.9 | our adjusted gross income was just over 200,000, which was over the limit for eligibility. |
| 1:42.6 | Shouldn't I have been notified that I made too much money from the |
| 1:45.6 | IRS? It's now been five years. Should I leave it and cross my fingers? Or how should I go about |
| 1:51.3 | fixing this error? Thanks for your advice. I never like to leave anything and cross your fingers. |
| 1:58.1 | So what I would do is I would file an amended return. That's what I would do. |
| 2:02.3 | I know it's a pain in the neck, but it's not that bad. You're only amending that one thing. |
| 2:06.8 | And you can just say, hey, I shouldn't have been able to do it. Now, the problem is you're going |
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