35 min listen
SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
SECURE 2.0, FIRE, Tax Arbitrage & Roth Retirement Spitball - 415
ratings:
Length:
46 minutes
Released:
Feb 7, 2023
Format:
Podcast episode
Description
With the new SECURE Act 2.0 rules regarding retirement savings contributions, should your company match go into the traditional or Roth 401(k)? Joe and Big Al also discuss whether you can or should do Roth conversions when your company fails non-discrimination testing for highly compensated employees (HCEs), the mega backdoor Roth vs. the employee stock purchase plan, and they spitball a tax arbitrage strategy. Plus, a retirement spitball for a 37-year-old couple wanting to retire in their 60s, and another couple wanting to FIRE (financial independence/ retire early) - but are they screwing up and creating a huge future tax bill? Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-415
Released:
Feb 7, 2023
Format:
Podcast episode
Titles in the series (100)
Are You Doing Retirement All Wrong? - 4: Aired: 2/20/2016 11 AM:: Are you doing your retirement all wrong? Major changes to the Social Security rules that could mess up your entire retirement plan. And how working even one extra year can have a huge impact on your retirement. by Your Money, Your Wealth