37 min listen
How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
ratings:
Length:
33 minutes
Released:
Mar 28, 2023
Format:
Podcast episode
Description
Which investments should go in your traditional IRA vs your Roth IRA, and does that asset location depend on your age? Learn how to generate “tax alpha” to get better returns on your investments. Plus, Joe and Big Al spitball whether to roll a TIAA 403(b) to an IRA or take the annuity, and they spitball retirement and Roth conversion and Roth contribution strategies for an overseas officer with a military pension, and for Americans working abroad who qualify for the foreign earned income exclusion. Timestamps: 00:51 - Best Assets to Hold in Traditional IRA and Roth IRA? (Michael, Colorado - voice) 7:40 - Is Investment Asset Location Dependent on Age? (Glen) 11:35 - TIAA 403(b): Take the Annuity or Roll to an IRA? (Brad, Northeast TN) 19:34 - Military Pension Spitball: Overseas Officer with Fluctuating Income & Taxes (US Grant, Alexandria, VA... usually) 24:29 - Foreign Earned Income Exclusion & Roth 401(k) Rules (Jeff, Singapore via North Dakota) 31:32 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-422: Why Asset Location Matters Guide Register for our free 2023 tax planning webinar, March 29, 12pm PT/3pm ET Schedule a free financial assessment Episode Transcript Ask Joe & Big Al On Air
Released:
Mar 28, 2023
Format:
Podcast episode
Titles in the series (100)
How Negative Interest Rates and the President's Budget Proposal Impact You - 2: Joe and Big Al discuss negative interest rates and how they could affect you. Plus, the President released this year's budget proposal! Big Al and Joe break it down and explain what the changes could mean for you and your beneficiaries. by Your Money, Your Wealth