36 min listen
Should We Hold Off on Retiring Until the Markets Recover? - 386
Should We Hold Off on Retiring Until the Markets Recover? - 386
ratings:
Length:
41 minutes
Released:
Jul 12, 2022
Format:
Podcast episode
Description
When the financial markets are down, should you postpone retirement? When inflation is up, should you change your investments and pile into things like value and commodities? Plus, the ever-popular retirement spitball analysis: an early retirement plan, Medicare, Social Security, TSP, and Roth conversions, and when and how business owners should convert $5.5M to Roth IRA. Also, if excess 2021 Roth contributions were returned, can you file last year’s taxes now without penalty? Finally, what’s the difference between a collective investment trust and regular mutual funds? Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-386
Released:
Jul 12, 2022
Format:
Podcast episode
Titles in the series (100)
How to Take Advantage of Upcoming Social Security Changes - 9: Aired: 3/12/2016 10 AM:: Joe and Big Al talk Social Security! Big changes are coming up fast, listen to find out what you need to do right now to take advantage before it's too late. by Your Money, Your Wealth