37 min listen
Rebalancing Your Retirement Portfolio in Market Downturns - 294
Rebalancing Your Retirement Portfolio in Market Downturns - 294
ratings:
Length:
48 minutes
Released:
Oct 6, 2020
Format:
Podcast episode
Description
Retirement portfolio rebalancing when the market goes down, accumulation, de-accumulation, dollar cost averaging, and IRR, ROR, and CAGR (not "kegger") as ways of calculating rates of return on investments. Plus step-up in basis, required minimum distributions or RMDs, capital accumulation life insurance plans, tax planning for new homebuyers, spousal Social Security benefits, and of course, backdoor Roth IRA conversions. Access transcript & financial resources, send in money questions: https://bit.ly/YMYW-294
Released:
Oct 6, 2020
Format:
Podcast episode
Titles in the series (100)
Pension Vs. Lump Sum, 401k Rules, and the Fiduciary Standard - 60: Aired: 8/27/2016 11 AM:: Joe Anderson and "Big Al" Clopine answer listeners' investing questions on air. Question topics cover pensions vs. lump sums, 401(k) rules, the fiduciary standard and more. by Your Money, Your Wealth