How to Take the Uncertainty of Taxes Off the Table - 474

Your Money, Your Wealth

Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

7M ago 54:28

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Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense for his retirement needs? That’s today on Your Money, Your Wealth® podcast 474 with Joe Anderson, CFP® and Big Al Clopine, CPA. Should Mike and Carol in Virginia wait to do Roth conversions if they’ll be in a lower tax bracket in retirement? Where should Duncan in Texas invest in the 10 years before he retires early? Would it be stupid for Jay Z in Minnesota to miss out on free Roth opportunities? Can Ben in San Francisco’s “friend” use the rule of 55 on a rollover retirement plan? And finally, YMYW is fun, but of limited value, according to a recent review. Access this week's free financial resources and the episode transcript in the podcast show notes, and Ask Joe & Big Al On Air for your Retirement Spitball Analysis, at https://bit.ly/ymyw-474

Timestamps:

00:51 - Pension & Social Security: How Should We Cover Our 7 Year Retirement Shortfall? (Jimmy, WI)
08:17 - 2:1 Matched Company Money vs. My Contribution: What to Do With My Pension? (Skipper, TX)
15:46 - EASIretirement.com free retirement calculator
16:47 - Should We Wait on Conversions If We’ll Be in a Lower Bracket in Retirement? (Mike & Carol, Falls Church, VA)
24:22 - Where Should I Invest My Early Retirement Savings for the Next 10 Years? (Duncan, TX)
30:18 - Is It Stupid to Miss Free Roth Opportunities? (Jay Z, MN)
37:46 - Complete Roth Papers Package - free download
38:33 - Rule of 55 on a Rollover Retirement Plan? (Ben, San Francisco)
44:34 - Comment: Fun but limited value (Wemby2024)
50:41 - The Derails

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