34 min listen
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
ratings:
Length:
45 minutes
Released:
Nov 23, 2021
Format:
Podcast episode
Description
How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay Social Security to age 70 if you don’t need the money, and estimating benefits with a future salary of $0. Finally, can you “ghost” an advisor? Should you hire a financial advisor near you? Show notes, free resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-353
Released:
Nov 23, 2021
Format:
Podcast episode
Titles in the series (100)
Retirement Account Myths, Misconceptions and Mistakes Part 2 - 8: Aired: 3/5/2016 11 AM:: The retirement account show continues with strategies for self-employed individuals, horror stories of working with non-fiduciary advisors, and the top IRS scams you absolutely must know about. by Your Money, Your Wealth