35 min listen
Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal Rules - 265
Bear Market Investing Strategies and Revisiting the 5-Year Roth IRA Withdrawal Rules - 265
ratings:
Length:
50 minutes
Released:
Mar 17, 2020
Format:
Podcast episode
Description
Tax loss harvesting, Roth conversions and more: Joe and Big Al explain how bear markets like the one we're in now are the time to utilize these investing strategies in your retirement portfolio. And the fellas go over those Roth IRA 5-year withdrawal rules again. They’ll cover some Roth withdrawal mistakes and Roth rollover consequences, and they have a mea culpa for one of their peers. Send in money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-265
Released:
Mar 17, 2020
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