36 min listen
Who to Trust? Second Opinion Retirement Spitball - 409
Who to Trust? Second Opinion Retirement Spitball - 409
ratings:
Length:
42 minutes
Released:
Dec 20, 2022
Format:
Podcast episode
Description
Can you trust the opinion of just one advisor when planning for your entire financial future? Joe and Big Al spitball their second opinions for some retirement plan and Roth conversion strategies, they illustrate one way some financial advisors may be acting in their own best interests, and they explain how to determine if you’re on track for a successful retirement. Plus, can you take penalty-free withdrawals from a Roth TSP to Roth IRA rollover in order to bridge the gap until age 59½? Will paying for a home remodel with Roth conversion funds avoid tax? And, should you use Roth conversion money for these purposes? Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-409
Released:
Dec 20, 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