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Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

FromYour Money, Your Wealth


Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

FromYour Money, Your Wealth

ratings:
Length:
46 minutes
Released:
Aug 13, 2019
Format:
Podcast episode

Description

ENTER TO WIN A $100 AMAZON GIFT CARD! US residents, fill out our podcast survey by August 18:  https://www.surveymonkey.com/r/2019ymyw The revamped 2019 tax "postcard," how the SECURE Act could be a tax problem for those with IRA trusts, and is indexed universal life insurance a good investment for education costs? Should you roll your 401(k) to an IRA? How much can you convert from 401(k) to Roth after age 70 and a half? Will you go to jail for filing your taxes before receiving form 5498? Transcript, free financial resources, and show notes: http://bit.ly/YMYW-234
Released:
Aug 13, 2019
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com