Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Real Estate, Roth Conversions, and Social Security - 279

Real Estate, Roth Conversions, and Social Security - 279

FromYour Money, Your Wealth


Real Estate, Roth Conversions, and Social Security - 279

FromYour Money, Your Wealth

ratings:
Length:
42 minutes
Released:
Jun 23, 2020
Format:
Podcast episode

Description

Reducing real estate taxes, leveraging new rental income properties, coordinating Social Security benefits with Roth conversions, and bragging about your 401(k) balance. Also, 5-year Roth clocks, converting from your TSP, Roth conversion vs. Backdoor Roth conversion, and paying taxes on conversions. Plus, a chat about Social Security survivor benefits - and freezers. Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-279
Released:
Jun 23, 2020
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com