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Innehåll tillhandahållet av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Asset Location & Roth Conversion Retirement Spitball | YMYW Extra - 1

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Manage episode 421291589 series 1375495
Innehåll tillhandahållet av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Sunshine in Orange County has been waiting patiently since January for a full Retirement Spitball Analysis: how are her assumptions for rates of return and inflation, her plans for Roth conversions, her asset allocation and asset location, her tax planning, her retirement income and retirement spending plans, and so much more? What missed opportunities is she overlooking?

So many excellent Retirement Spitball requests have come in that Your Money, Your Wealth® hosts, Joe Anderson CFP®, and Big Al Clopine CPA can't handle them all.

On these bonus episodes, called YMYW Extra, producer Andi Last enlists the help of the experienced professionals on Joe and Big Al's team at Pure Financial Advisors. In today's YMYW Extra number 1, thanks to David Cook, CFP® from Pure Financial's San Diego headquarters, Sunshine finally gets her Retirement Spitball Analysis. Free financial resources and transcript: https://bit.ly/ymywe-1

Request your own Retirement Spitball Analysis

EASIretirement.com - free retirement calculator

Why Asset Location Matters - download the free guide

More Guides | Blogs | Educational Videos | YMYW Newsletter

Schedule a free financial assessment

Timestamps:

00:00 - Intro

02:35 - Rate Assumptions

05:58 - Retirement Spending

06:54 - Retirement Income Strategy

12:08 - Retirement Planning: Asset Allocation vs. Asset Location

15:50 - Sequence of Returns Risk

17:53 - Social Security Tax Torpedo

20:01 - Goals & Questions

22:50 - Other Strategies: Qualified Charitable Distributions

24:23 - IRMAA & Tax Optimization

26:37 - Likelihood of Success & DIY Tools

  continue reading

498 episoder

Artwork
iconDela
 
Manage episode 421291589 series 1375495
Innehåll tillhandahållet av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Sunshine in Orange County has been waiting patiently since January for a full Retirement Spitball Analysis: how are her assumptions for rates of return and inflation, her plans for Roth conversions, her asset allocation and asset location, her tax planning, her retirement income and retirement spending plans, and so much more? What missed opportunities is she overlooking?

So many excellent Retirement Spitball requests have come in that Your Money, Your Wealth® hosts, Joe Anderson CFP®, and Big Al Clopine CPA can't handle them all.

On these bonus episodes, called YMYW Extra, producer Andi Last enlists the help of the experienced professionals on Joe and Big Al's team at Pure Financial Advisors. In today's YMYW Extra number 1, thanks to David Cook, CFP® from Pure Financial's San Diego headquarters, Sunshine finally gets her Retirement Spitball Analysis. Free financial resources and transcript: https://bit.ly/ymywe-1

Request your own Retirement Spitball Analysis

EASIretirement.com - free retirement calculator

Why Asset Location Matters - download the free guide

More Guides | Blogs | Educational Videos | YMYW Newsletter

Schedule a free financial assessment

Timestamps:

00:00 - Intro

02:35 - Rate Assumptions

05:58 - Retirement Spending

06:54 - Retirement Income Strategy

12:08 - Retirement Planning: Asset Allocation vs. Asset Location

15:50 - Sequence of Returns Risk

17:53 - Social Security Tax Torpedo

20:01 - Goals & Questions

22:50 - Other Strategies: Qualified Charitable Distributions

24:23 - IRMAA & Tax Optimization

26:37 - Likelihood of Success & DIY Tools

  continue reading

498 episoder

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