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How to Pay Less Tax and Invest for Retirement - 486
Manage episode 429157529 series 1375495
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe Anderson, CFP® and Big Al Clopine, CPA are back this week on Your Money, Your Wealth® podcast 486 to answer these questions and to spitball on the importance of international stock in John in Seattle’s diversified investment portfolio, David and Terri’s Roth conversion and I bond strategy, Blake’s severance package, and the impact of a new home purchase on John in DC's retirement spending. Free financial resources and transcript: https://bit.ly/ymyw-486
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DOWNLOAD | 10 Steps to Improve Investing Success
REGISTER | Equity Compensation Basics Webinar - Wednesday, July 24, 12pm Pacific / 3pm Eastern
Request your own Retirement Spitball Analysis
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Timestamps:
00:00 - Intro
00:57 - Should We Do Roth Conversions to Top of the 24% Bracket to Minimize $240K I-Bond Profits? (David & Terri, Southern California, voice)
07:32 - Roth Conversion & Qualified Charitable Distribution Strategy Spitball (Kimberly, IA)
13:12 - Should I Take the Severance Package Now at 59 and a Half or Work Until Age 63? (Blake)
18:00 - Is My Tax Loss Harvesting Transaction a Wash Sale? (Patrick, Vancouver, WA)
24:42 - How Important is International Stock in a Diversified Portfolio? (John, Seattle, WA)
30:40 - At What Marginal Tax Rate Should Roth 401(k) Contributions Stop? (Brian, NC)
33:58 - What Impact Will Our New Home Have on Our Retirement Spending? (John in the DC)
42:32 - The Derails
498 episode
Manage episode 429157529 series 1375495
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe Anderson, CFP® and Big Al Clopine, CPA are back this week on Your Money, Your Wealth® podcast 486 to answer these questions and to spitball on the importance of international stock in John in Seattle’s diversified investment portfolio, David and Terri’s Roth conversion and I bond strategy, Blake’s severance package, and the impact of a new home purchase on John in DC's retirement spending. Free financial resources and transcript: https://bit.ly/ymyw-486
DOWNLOAD | Retirement Rescue Guide - limited-time special offer! Download by Friday, July 19, 2024!
WATCH | Retirement Rescue Plan - YMYW TV
DOWNLOAD | Investing Basics Guide
DOWNLOAD | 10 Steps to Improve Investing Success
REGISTER | Equity Compensation Basics Webinar - Wednesday, July 24, 12pm Pacific / 3pm Eastern
Request your own Retirement Spitball Analysis
YMYW on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter
Schedule a free financial assessment
Timestamps:
00:00 - Intro
00:57 - Should We Do Roth Conversions to Top of the 24% Bracket to Minimize $240K I-Bond Profits? (David & Terri, Southern California, voice)
07:32 - Roth Conversion & Qualified Charitable Distribution Strategy Spitball (Kimberly, IA)
13:12 - Should I Take the Severance Package Now at 59 and a Half or Work Until Age 63? (Blake)
18:00 - Is My Tax Loss Harvesting Transaction a Wash Sale? (Patrick, Vancouver, WA)
24:42 - How Important is International Stock in a Diversified Portfolio? (John, Seattle, WA)
30:40 - At What Marginal Tax Rate Should Roth 401(k) Contributions Stop? (Brian, NC)
33:58 - What Impact Will Our New Home Have on Our Retirement Spending? (John in the DC)
42:32 - The Derails
498 episode
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