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:
Working or Retiring Abroad and Early Retirement Spitball - 345
It Could Be Over for the Mega Backdoor Roth IRA - 344
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
Early Retirement Spitball Analysis - 341
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Should We Do a Roth Conversion? - 339
What to Do When You Own Too Much of One Stock - 338
Is It Crazy to Be Happy Paying Tax on Massive Stock Market Gains? - 337
How to Spitball Your Most Tax-Efficient Retirement Withdrawal Strategy - 336
Which States Are the Most Tax-Friendly in Retirement? - 335
Are We On Track for Retirement? Financial Plan Spitball Analysis - 334
Are Financial Advisors Really Worth the Money? - 333
Roth Conversions, Medicare, and Required Minimum Distributions - 332
What is the Best Age to Retire, Financially Speaking? - 331
Has the Government Ever Reduced Social Security Benefits? - 330
How to Protect Investments Against a Stock Market Crash? - 329
Should People in High Tax Brackets Save in Roth Retirement Accounts? - 328
How to Avoid a Tax Time Bomb: Retirement Plan Spitball Analysis - 327
How to Get Tax-Free Growth on Investments for Life - 326
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