Mailbag: Self-directed IRAs, 529s, Calculating Investing Returns and More

Motley Fool Answers

The Motley Fool

Taxes, Saving, Money, Investing, Planning, Retirement, Personalfinance, Finance, Education, Business

4.4 • 823 Ratings

🗓️ 13 December 2016

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We tackle your questions including what to do with a lump sum of money, the complex world of self-directed IRAs, claiming Social Security benefits from an ex-spouse, analyzing a pension payout and much MUCH more. PS: Here’s that time-weighted returns excel spreadsheet Bro mentions: http://tinyurl.com/hd3f6rm

Transcript

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0:00.0	Today's episode of Motleyful Answers is brought to you by Sure Payroll. If you're a small business owner, you know payroll and payroll taxes can be a headache. Sure Payroll has changed that by simplifying payroll services with just three easy steps, and it's entirely online. To learn more, visit surepail.com slash full and get a free quote.
0:20.6	This is Motley Full Answers.
0:22.2	I'm Alison Southwick and I'm joined by Robert Brokamp, personal finance expert here at the
0:26.4	Motley Fool.
0:27.4	He's also the advisor on Motley Fool's Rule Year Retirement newsletter.
0:32.2	That is true.
0:33.2	Hi, Alison.
0:34.2	Hi.
0:35.2	As promised, it's an all mailback episode, so we're going to tackle your questions
0:37.8	about paying off debt versus investing, sources for seed money, Social Security, all
0:42.3	things 401K, and whether you should invest in Star Wars. Sort of. All that and more on this
0:47.6	week's episode of Motley Fool Answers. Today we're going to get some help from Sean Gates.
0:52.1	You may know him as a certified financial planner with Motley Fool Wealth Management, a sister
0:56.5	company of the Motley Fool.
0:58.5	I know him as Robert Brokamp's biggest competition in the race to the bottom.
1:04.8	In a good way.
1:06.0	No, the listeners have no clue how much audio hits the cutting room floor when you two are in the studio together.
1:12.6	It's not the only thing that hits the floor.
1:14.6	I should point out that show...
1:17.6	See, I don't even know what you meant by that, but I know it was inappropriate.
1:22.6	Sean is the first person I ever hired in my professional life, so that explains a lot.
1:29.2	But also the only, so that also explains quite a bit.
	...

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