Should retirement living expenses be drawn from your stable value fund, your CD or money market, brokerage account, or FDIC insured bank accounts? Can you even trust the banks after the recent bank failures? What about sequence of returns risk? Which investments are best for long-term retirement savings when you’re early in your career? Joe and Big Al explain why your strategy for retirement savings and withdrawals should be your first step - before you consider investments, asset classes, or sectors.
Timestamps:
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-424:
Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1
Slopes Vs. Suits: How Couples Bridge the Retirement Gap - 483
FDIC vs. SIPC, Annuities, SSDI & Early Retirement Strategies - 482
Which Account Should Fund Living Expenses in Retirement? - 481
401(k) vs. Roth: Where to Save for Retirement - 480
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
How to Take the Uncertainty of Taxes Off the Table - 474
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
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