Roth & Retirement Spitball, Insurance, And The Origins Of YMYW

Treść dostarczona przez Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.

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Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461

10M ago 40:34

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Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at age 61? Can Michael in San Diego do a Roth conversion without it impacting his taxes? Plus, what should "the Flintstones" do with their whole life insurance policies? What spitballs of wisdom do the fellas have for Michael, who is “benefit-less” in Kansas City, MO? Then, we wrap up the final episode of the year with the YMYW origin story.

Timestamps:

00:48 - How to Bridge the Gap to Retirement at Age 61? (Jack & Diane, Rochester, MN)
06:04 - Can I Convert to Roth Without Impacting My Taxes? (Michael, San Diego)
10:22 - What to Do with Whole Life Insurance Policies? (Wilma & Fred Flintstone)
16:55 - Financial Strategies for the “Benefitless” (Michael, Kansas City, MO)
23:46 - The Origins of YMYW
36:14 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-461

The Complete Roth Papers Package
Financial New Year’s Resolutions: Tips for Getting Your Finances in Order
The Economy, Currencies, Stocks, and 2024: End of Year Market Update webinar
Episode Transcript
Ask Joe & Big Al On Air for your Retirement Spitball Analysis

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