37 min listen
Retirement Portfolio Strategies and Making Sense of Fees - 298
Retirement Portfolio Strategies and Making Sense of Fees - 298
ratings:
Length:
36 minutes
Released:
Nov 3, 2020
Format:
Podcast episode
Description
Should retirement savings go in the older spouse’s accounts first? Does Marion have a good VTSAX to VTWAX tax-loss harvesting and portfolio rebalancing strategy? Plus, making sense of fees from your financial advisor and on exchange-traded funds, or ETFs. Big Al provides pointers on selecting a good certified public accountant - other than him, of course, and finally, do 457 plans ever blow up? Access the episode transcript and financial resources and send in your money questions: https://bit.ly/YMYW-298
Released:
Nov 3, 2020
Format:
Podcast episode
Titles in the series (100)
Creating Tax-Free Income in Retirement - 22: Aired: 4/16/2016 11 AM:: Big Al and Joe share even more ways to create tax free income and savings in retirement. by Your Money, Your Wealth