37 min listen
Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
ratings:
Length:
42 minutes
Released:
Dec 28, 2021
Format:
Podcast episode
Description
Spitballing Roth conversions: a conversion and pension lump sum strategy, converting vs. harvesting 0% long term capital gains, and how to avoid double taxed Roth conversions. Plus, how to allocate assets when using the Rule of 55? Do retirees regret not spending more in retirement? Will paying a thrift savings plan loan with real estate income avoid income tax? Will assets be better protected against litigation in a TSP or an IRA? Show notes, free resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-358
Released:
Dec 28, 2021
Format:
Podcast episode
Titles in the series (100)
Risks in Retirement vs. in Your 20s - 12: Aired: 3/19/2016 11 AM:: Taking Risks in your 20's Vs. in Retirement, Mistakes to avoid while planning and Prepping to maintain your lifestyle in retirement. by Your Money, Your Wealth