37 min listen
What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
What’s the Break-Even on a Retirement Roth IRA Conversion? - 249
ratings:
Length:
49 minutes
Released:
Nov 26, 2019
Format:
Podcast episode
Description
How do you figure out the break-even point on a Roth IRA conversion? Joe and Big Al discuss whether to convert, how much to convert, and when. Plus, the step-up in basis on a primary residence, self-employed small business retirement plan options, the difference between a financial advisor and financial planner, and defining a registered investment advisor and broker-dealer. Ask money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-249
Released:
Nov 26, 2019
Format:
Podcast episode
Titles in the series (100)
Risks in Retirement vs. in Your 20s - 12: Aired: 3/19/2016 11 AM:: Taking Risks in your 20's Vs. in Retirement, Mistakes to avoid while planning and Prepping to maintain your lifestyle in retirement. by Your Money, Your Wealth