Working in Retirement

Written By Don McDonald

Retiring later seems like a viable option for those who failed to save enough to afford retirement. What is the reality of working past 65? What are the new 2024 retirement plan contribution limits?

We take listeners' questions:

  • Should liquid money be invested in a 13-month CD?

  • Can a portion of a parent's HSA be used for an adult child?

  • Can a storage unit buyer transfer old savings bonds to his name?

  • Should a small pension be withdrawn as a $30,000 lump sum?

  • What should a 62-year-old do to catch up on retirement?

Don McDonald
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Fiduciary Future?