35 min listen
Will Your Retirement Savings Last Until You're 90 Years Old? - 402
Will Your Retirement Savings Last Until You're 90 Years Old? - 402
ratings:
Length:
43 minutes
Released:
Nov 1, 2022
Format:
Podcast episode
Description
Are you behind on your retirement savings? What do you need to do to catch up? If you retire in just a few years, will your money last until age 90? Based on the 5-year Roth withdrawal rules, do you need to open a new Roth IRA for each Roth conversion? Plus, Joe and Big Al spitball a health insurance, capital gains, and real estate strategy to save more money and have more wealth in retirement. Finally, they revisit the SECURE Act rules for withdrawing money from an inherited IRA, and Social Security income limits. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-402
Released:
Nov 1, 2022
Format:
Podcast episode
Titles in the series (100)
80% of Participants Failed This Financial Literacy Test - 1: Welcome to the Your Money, Your Wealth® podcast: retirement planning, investing, and tax reduction made fun. Hosts Joe Anderson, CFP®, and Alan "Big Al" Clopine, CPA of Pure Financial Advisors have been providing financial education on the Your... by Your Money, Your Wealth