QA47 - Listener Questions, Episode 47
About this episode
In this Q&A episode, Pete and Roger address listener questions about retirement planning and investment options.
Time for another Q&A episode where Roger & Pete answer questions on retirement planning, passing assets to children. SIPP vs ISA and much more! Shownotes: https://meaningfulmoney.tv/QA47 01:42 Question 1 Hi Pete, Roger, and Nick, Thank you for the podcast - I've been listening for a while but fell behind and just binged about 15 Q&A episodes over the last fortnight! There's nothing like listening to the podcast to get me fired up about my finances! I have a question about the upcoming change to minimum retirement age, and a question about how to use my SIPP versus S&S ISA post-55/57. I was born in February 1972 and so by my reckoning should be ok to access my SIPP at 55. However, I heard somewhere that access could be removed at the date the law changes, because I wouldn't be 57 by that date. Can you shed any light please? It doesn't make sense to me to grant access then take it away. The reason I'm asking is because I'm thinking that in the next year I should favour putting money into my SIPP for the tax relief instead of into my S&S ISA, since I can access it within a short time anyway if I really needed to. Once I'm 55, does it still make sense to put money in…
More episodes of The Meaningful Money Personal Finance Podcast
- QA46 - Listener Questions, Episode 46
- QA45 - Listener Questions, Episode 45
- Planning for Pensions and IHT
- QA44 - Listener Questions, Episode 44
- QA43 - Listener Questions, Episode 43
- QA42 - Listener Questions, Episode 42
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