34 min listen
Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400
Anything Stupid or Overlooked in Your Retirement Plan Spitball? - 400
ratings:
Length:
45 minutes
Released:
Oct 18, 2022
Format:
Podcast episode
Description
Are there any holes in a 5-year plan to retire from the Air Force, buy a house and a plane, and become a commercial pilot? Can you claim an unpaid loan to a start-up as a tax loss, do a Roth conversion, and pay no tax? Are Roth conversions a good idea in a low-earnings year? Does it matter if you convert to Roth before or after changing custodians? What retirement savings options do independent contractors have besides the Solo 401(k)? Does it make sense to cash out a 529 college savings plan that’s losing money? Plus, Joe and Big Al spitball a real estate strategy, and they discuss a state retirement account held at an insurance company. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-400
Released:
Oct 18, 2022
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