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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.
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Which Account Should Fund Living Expenses in Retirement? - 481

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Manage episode 418202517 series 1375495
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.

Should 70-year-old Bob live off of capital gains and dividends from his mutual funds plus Social Security, or should he sell poor-performing mutual funds for living expenses and reinvest the cap gains and dividends? Which account should Neal’s 76-year-old Mother use for living expenses? Should Neal and his wife fund their Roth 403(b) until retirement, or contribute to the regular 403(b) and then do Roth conversions after they retire? That’s today on Your Money, Your Wealth® podcast 481 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, the fellas spitball on whether IndyGuy can retire at 64 and Die With Zero, and Rod doesn’t want a spitball, but he’d like a dart on the wall as to whether his retirement savings will last until age 88. Free financial resources and transcript: https://bit.ly/ymyw-481

Cruising Into Retirement Checklist & Guide - LIMITED TIME OFFER - download by Friday, May 17!

How to Cruise Into Your Retirement - YMYW TV

10 Gruesome Estate Planning Mistakes to Avoid - register for the free webinar, May 22, 12pm PDT/3pm EDT

Timestamps:

  • 00:00 - Intro
  • 00:48 - Living Expenses: Cap Gains, Dividends & Social Security or Poor Performers? (Bob, Jupiter, FL)
  • 10:02 - From Which Account Should 76yo Mom Withdraw Living Expenses? (Neal, Dallas, TX)
  • 18:11 - Dart on the Wall for Our Retirement to Age 88? (Rod)
  • 26:08 - Can We Retire at 64 and Die With Zero? (IndyGuy)
  • 35:50 - Save to Roth 403(b) or Traditional Until Roth Conversions at Retirement? (Neal, Dallas, TX)
  • 42:54 - The Derails
  continue reading

493 에피소드

Artwork
icon공유
 
Manage episode 418202517 series 1375495
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.

Should 70-year-old Bob live off of capital gains and dividends from his mutual funds plus Social Security, or should he sell poor-performing mutual funds for living expenses and reinvest the cap gains and dividends? Which account should Neal’s 76-year-old Mother use for living expenses? Should Neal and his wife fund their Roth 403(b) until retirement, or contribute to the regular 403(b) and then do Roth conversions after they retire? That’s today on Your Money, Your Wealth® podcast 481 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, the fellas spitball on whether IndyGuy can retire at 64 and Die With Zero, and Rod doesn’t want a spitball, but he’d like a dart on the wall as to whether his retirement savings will last until age 88. Free financial resources and transcript: https://bit.ly/ymyw-481

Cruising Into Retirement Checklist & Guide - LIMITED TIME OFFER - download by Friday, May 17!

How to Cruise Into Your Retirement - YMYW TV

10 Gruesome Estate Planning Mistakes to Avoid - register for the free webinar, May 22, 12pm PDT/3pm EDT

Timestamps:

  • 00:00 - Intro
  • 00:48 - Living Expenses: Cap Gains, Dividends & Social Security or Poor Performers? (Bob, Jupiter, FL)
  • 10:02 - From Which Account Should 76yo Mom Withdraw Living Expenses? (Neal, Dallas, TX)
  • 18:11 - Dart on the Wall for Our Retirement to Age 88? (Rod)
  • 26:08 - Can We Retire at 64 and Die With Zero? (IndyGuy)
  • 35:50 - Save to Roth 403(b) or Traditional Until Roth Conversions at Retirement? (Neal, Dallas, TX)
  • 42:54 - The Derails
  continue reading

493 에피소드

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