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:
Tax Loss Harvesting, Tax Gain Harvesting, Financial Advisor Value - 479
How to Manage Taxes When You Win the Lottery - 478
What’s the Break-Even Point on Roth Conversions? - 477
Which Mortgage for Early Retirement? What is Private Credit? - 476
Is Your Retirement Withdrawal Rate Too High? - 475
Does Your Financial Advisor Just Want to Collect Fees? - 473
Will Roth Conversions Put You On Track to Retire Early? - 472
How Much Should You Convert to Roth IRA? - 471
Spitballing Retirement for Fat Wallets - 470
401(k) Ins & Outs, Roth Conversion Benefits, and Divorce Finances - 469
How Much to Save in Tax-Free, Tax-Deferred, and Taxable Accounts? - 468
What Does Retirement Look Like for You? - 467
Roth Conversions to Pay Less Tax on Retirement Withdrawals - 466
Personal Finance 101: How to Teach Teens About Money - 465
Tax Strategies, Backdoor Roth, Buy vs. Rent - 464
Retirement Investing, Roth Conversion Pros & Cons: YMYW Best of 2023 - 463
Can You Retire Early at Age 50 or 60? - 462
Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461
How to Invest: Bonds, CDs, and Roth Conversions - 460
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