35 min listen
YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296
ratings:
Length:
41 minutes
Released:
Oct 20, 2020
Format:
Podcast episode
Description
On round 3 of the YMYW Retirement Plan Spitball Analysis, Joe and Big Al focus on your tax diversification and asset allocation questions: should more money be going into Christy’s pre-tax Roth accounts? Has Roger set up a good portfolio for his elderly relative? Plus, the Rule of 100 or 120 for investing in stocks and bonds, as touted by Jack Bogle and the Bogleheads. Also, should Tom take a Coronavirus-Related Distribution? And finally, when to take Social Security, and that Social Security file and suspend rule that affects people born in 1954. Access the transcript and financial resources, send in money questions: https://bit.ly/YMYW-296
Released:
Oct 20, 2020
Format:
Podcast episode
Titles in the series (100)
Are You Doing Retirement All Wrong? - 4: Aired: 2/20/2016 11 AM:: Are you doing your retirement all wrong? Major changes to the Social Security rules that could mess up your entire retirement plan. And how working even one extra year can have a huge impact on your retirement. by Your Money, Your Wealth