37 min listen
Should We Do a Roth Conversion? - 339
ratings:
Length:
51 minutes
Released:
Aug 17, 2021
Format:
Podcast episode
Description
Moving money from tax-deferred retirement accounts to accounts with lifetime tax-free investment growth: should you do Roth IRA conversions? Before marriage? From a 403(b)? When and how much to convert? Convert aggressive funds first? What about the ACA subsidy? Will paying Roth conversion tax ruin early retirement? And something completely different: Joe & Big Al's take on Ric Edelman’s "pay off the mortgage" suggestion. Podcast survey, transcript, free resources, Ask Joe & Al: https://bizlink.to/ymyw-339
Released:
Aug 17, 2021
Format:
Podcast episode
Titles in the series (100)
How the Financial Planning Landscape Made Way for Pure Financial Advisors - 5: Aired: 2/27/2016 10 AM:: Joe and Big Al discuss today's financial planning landscape and why they chose to start Pure Financial. Big Al breaks down a few of the presidential candidates' tax plans. Plus, why women are better savers and investors than men. by Your Money, Your Wealth