Plus, stimulus package updates around paycheck protection program loans, required minimum distributions and Coronavirus-related distributions from retirement accounts. Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement! Can annuities be converted to Roth? How do you create retirement income for the gap between retiring at 66 and taking Social Security at 70 and RMDs at 72? - 292, Roth Conversions, Annuities and Inherited IRAs - 291, Market Timing and Day Trading in a Roth IRA? Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com.Read more », On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Fill out the podcast survey for a chance to win a $100 Amazon e-gift card, send in money questions, and access free financial resources: https://bit.ly/YMYW-290, How do you report a backdoor Roth IRA conversion over two tax years, and is there a point at which the backdoor Roth doesn’t make sense? Plus, a chat about Social Security survivor benefits - and freezers. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Access transcript and financial resources, send in money questions: https://bit.ly/YMYW-292, Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested losses, tax diversification beyond conversions, and what to do if you think you blew up your Roth IRA. How long does money have to be in a traditional IRA before a backdoor Roth conversion? Access transcript and financial resources, send in money questions:... Retirement portfolio rebalancing when the market goes down, accumulation, de-accumulation, dollar cost averaging, and IRR, ROR, and CAGR (not "kegger") as ways of calculating rates of return on investments. And, the 403(b) escape hatch, Social Security, records of estimated tax payments, and assets on the FAFSA form. Access the transcript and financial resources, send in money questions: https://bit.ly/YMYW-296, Should you wait until retirement to do a backdoor Roth IRA conversion? Has Roger set up a good portfolio for his elderly relative? How much Social Security is taxed, and will taking your pension lump sum before Social Security impact your taxes? Plus step-up in basis, required minimum distributions or RMDs, capital accumulation life insurance plans, tax planning for new homebuyers, spousal Social Security benefits, and of course, backdoor Roth IRA conversions. Does the pro-rata rule apply? Should young investors use a robo-advisor or pay for financial advice? podcast pages. - paying for education Access the transcript, resources, send in money questions, and your chance at a $100 Amazon e-gift card in the show notes: https://bit.ly/YMYW-291, Is timing the market and day trading in your Roth IRA in retirement a good idea? San Diego, CA 92108 Where do Roth IRA conversions, primary residences, and rental real estate investment properties fit in your retirement plan? Whew! If you’re on the younger side, why own bonds? Has Roger set up a good portfolio for his elderly relative? Whew! Plus, the Rule of 100 or 120 for investing in stocks and bonds, as touted by Jack Bogle and the Bogleheads. Discover the Your Money radio show and podcast with Bruce Helmer and Peg Webb, providing financial education to listeners for over 20 years. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com.Read Less, What is the MEGA backdoor Roth IRA conversion and should you do one? Take control of your money once and for all. Find out. Joe and Big Al also answer a question on the taxation of an overseas inheritance, and they discuss your comments. Where do Roth IRA conversions, primary residences, and rental real estate investment properties fit in your retirement plan? YMYW is a great financial podcast and it never grows old. And finally, when to take Social Security, and that Social Security file and suspend rule that affects people born in 1954. Send in money questions and access the episode transcript and free financial resources in the podcast show notes:... Joe and Big Al take a look at an investing strategy a listener set up for his parents, and they run the numbers on their variable annuity. Send in money questions and access the episode transcript and free financial resources:... With CARES Act provisions expiring, Joe & Big Al recap the two new stimulus bills - the HEALS Act and the HEROES Act - now being negotiated in Congress. Millions listen in as callers from all walks of life learn how to get out of debt and start building for the future. Plus, is there any reason to have pre-tax retirement accounts? Plus, the pro-rata rule, self-employed modified adjusted gross income vs. AGI, and how capital gains work with Roth conversions. How do you create retirement income for the gap between retiring at 66 and taking Social Security at 70 and RMDs at 72? Centerside #2, Suite 1550 Also, thoughts on a Vanguard retirement portfolio and ideas for self-employed small business owners to save money in retirement plans like SEP IRA, SIMPLE IRA, and Solo 401(k). Clark and his crew — Team Clark — are on a mission to empower people to take control of their personal finances by providing money-saving tips, consumer advice, hot deals and economic news to help everyone achieve financial freedom. Created live from Joe's mom's half-finished basement....you'll hear a parade of financial headlines, personal finance experts, creatives, and people with stories that inspire us. Plus, is a 3 year fixed annuity a safe place to earn more than 20 basis points? Should individual stocks go in a taxable account? Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps. On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Access transcript & financial resources, send in money questions:... Are you screwing up your Backdoor Roth IRA conversion? Check out Apple's fourth most popular podcast! Plus, more strategizing for your Coronavirus related distribution, stimulus (and possible future stimulus) tax planning, and your self-employed, small business retirement plans. The Dave Ramsey Show offers up straight talk on life and money. Are Vanguard Roth accounts any better or worse than others? Bummer! Copyright © 2020 Apple Inc. All rights reserved. On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Investing strategies for dividend-paying stocks and how the pro-rata rule for Roth conversions work with dividends. Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-281, Joe and Big Al take a look at an investing strategy a listener set up for his parents, and they run the numbers on their variable annuity. How are you taxed if you collect dividends vs. reinvesting? Listen to Your Money, Your Wealth on Spotify. Plus, the Rule of 100 or 120 for investing in stocks & bonds, as touted by Jack Bogle and the Bogleheads. Access transcript and financial resources, send in money questions: https://bit.ly/YMYW-295, Rebalancing Your Retirement Portfolio in Market Downturns, Retirement portfolio rebalancing when the market goes down, accumulation, de-accumulation, dollar cost averaging, and IRR, ROR, and CAGR (not "kegger") as ways of calculating rates of return on investments. Featuring interviews with leading authors, business owners and professionals, Work Your Wealth will give you the education, confidence and clarity around your finances that you deserve. That’s what The BiggerPockets Podcast delivers. Send in money questions and access the episode transcript and free financial resources in the podcast show notes:... Reducing real estate taxes, leveraging new rental income properties, coordinating Social Security benefits with Roth conversions, and bragging about your 401(k) balance.

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