37 min listen
Are Roth Conversions Really As Good as They Sound? - 440
Are Roth Conversions Really As Good as They Sound? - 440
ratings:
Length:
49 minutes
Released:
Aug 1, 2023
Format:
Podcast episode
Description
Christine isn’t sure that Roth conversions are all they’re cracked up to be. Erick needs a retirement spitball analysis for his Roth conversions, annuities, and the real estate in his self-directed IRA, Billy the disgruntled attorney wants to know if he can retire now, and Zach wonders just how bad is it to rely on the lottery for retirement? But first, Joe and Big Al spitball military retirement strategies. Timestamps: 01:16 - I'm 22, Military. Should I Be Spending More Instead of Saving So Much? (Cole - voice) 06:19 - I'm 27. How Should I Max Out Military and Second Job Retirement Contributions? (Adam) 09:08 - Retiring With Pensions at Ages 59 & 63. Is Our Retirement Plan Sound? (Scott, AL) 16:55 - I’m Not Sure Roth Conversions Are as Good as They Sound! (Christine, Seattle) 26:44 - Roth Conversion, Annuities, Real Estate in Self-Directed IRA Strategy? (Erick, CA) 37:23 - Can a Disgruntled Attorney Quit and Retire Now? (Billy, Joplin, MO) 39:53 - Just How Bad an Idea Is Relying on the Lottery for Retirement? (Zach, Tuscaloosa, AL) 47:18 - The Derails Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-440: 6th Annual YMYW Podcast Survey - one randomly-chosen participant will win a $100 Amazon e-gift card! Financial benefits for military families 2023 Key Financial Data Guide Episode Transcript Ask Joe & Big Al On Air
Released:
Aug 1, 2023
Format:
Podcast episode
Titles in the series (100)
Pension Vs. Lump Sum, 401k Rules, and the Fiduciary Standard - 60: Aired: 8/27/2016 11 AM:: Joe Anderson and "Big Al" Clopine answer listeners' investing questions on air. Question topics cover pensions vs. lump sums, 401(k) rules, the fiduciary standard and more. by Your Money, Your Wealth