35 min listen
Do These 9 Simple Things to Improve Your Retirement - 195
Do These 9 Simple Things to Improve Your Retirement - 195
ratings:
Length:
35 minutes
Released:
Nov 13, 2018
Format:
Podcast episode
Description
Dr. Stephen Wendel, Head of Behavioral Science at Morningstar, talks about the challenges that keep us from making good investing decisions, and 9 simple actions we can take to create a better retirement for ourselves. Plus, a quick look at how companies helped get out the vote for the midterm elections and some market movers and shakers. And of course, answers to your money questions: Can you contribute the max to both a Roth and a traditional IRA, then do a conversion in the same year? If you roll a 401(k) with after-tax assets to a Roth, will the pro-rata tax rule apply? And if you're living comfortably within your means in retirement, is it wise to invest? Transcript and show notes at http://bit.ly/YMYW-195
Released:
Nov 13, 2018
Format:
Podcast episode
Titles in the series (100)
80% of Participants Failed This Financial Literacy Test - 1: Welcome to the Your Money, Your Wealth® podcast: retirement planning, investing, and tax reduction made fun. Hosts Joe Anderson, CFP®, and Alan "Big Al" Clopine, CPA of Pure Financial Advisors have been providing financial education on the Your... by Your Money, Your Wealth