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Contenuto fornito da Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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Tax-Savvy In-Plan Roth Conversions and Inherited IRA Withdrawals - 497

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Manage episode 442972453 series 1375495
Contenuto fornito da Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, and he needs help getting out of a variable annuity. Kim is anxious that she made a mess of her finances and she wonders how much she should convert to Roth, today on Your Money, Your Wealth® podcast number 497 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what’s the best way for Alissa in Cedar Rapids, Iowa to make tax-efficient withdrawals from an inherited IRA? Access all the following free financial resources and the episode transcript: https://bit.ly/ymyw-497

CALCULATE: A Financial Blueprint of your retirement readiness for free!

DOWNLOAD: Retirement Income Strategies Guide

WATCH YMYW TV: Retirement Rebound: 5 Plays to Help You Score a Comeback

REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE: free financial assessment

SUBSCRIBE: YMYW on YouTube

DOWNLOAD: more free guides

READ: financial blogs

WATCH: educational videos

SUBSCRIBE: YMYW Newsletter

Timestamps:

00:00 - Intro: This week on YMYW

00:50 - In-Plan Roth Conversions From 457 to 403(b): Do I Need a Financial Advisor? (David, OH)

10:54 - Get a Free Financial Blueprint, Learn About Pure's Financial Assessment

12:13 - Retirement and Roth Conversion Spitball + How to Get Out of Variable Annuity (Chris, DC)

20:05 - Anxious I Made a Mess of My Finances. How Much Should I Convert to Roth? (Kim)

28:13 - Watch Retirement Rebound: 4 Plays to Score a Comeback on YMYW TV, Download the Retirement Income Strategies Guide

29:08 - Inherited Assets: Best Strategy for Tax-Efficient Retirement Withdrawals? (Alissa, Cedar Rapids, IA)

42:10 - Outro

  continue reading

504 episodi

Artwork
iconCondividi
 
Manage episode 442972453 series 1375495
Contenuto fornito da Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Should David in Ohio use 457 funds to do an in-plan Roth conversion in his 403(b) plan, and should he hire a financial advisor? Chris in DC needs a retirement and Roth conversion spitball analysis, and he needs help getting out of a variable annuity. Kim is anxious that she made a mess of her finances and she wonders how much she should convert to Roth, today on Your Money, Your Wealth® podcast number 497 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, what’s the best way for Alissa in Cedar Rapids, Iowa to make tax-efficient withdrawals from an inherited IRA? Access all the following free financial resources and the episode transcript: https://bit.ly/ymyw-497

CALCULATE: A Financial Blueprint of your retirement readiness for free!

DOWNLOAD: Retirement Income Strategies Guide

WATCH YMYW TV: Retirement Rebound: 5 Plays to Help You Score a Comeback

REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE: free financial assessment

SUBSCRIBE: YMYW on YouTube

DOWNLOAD: more free guides

READ: financial blogs

WATCH: educational videos

SUBSCRIBE: YMYW Newsletter

Timestamps:

00:00 - Intro: This week on YMYW

00:50 - In-Plan Roth Conversions From 457 to 403(b): Do I Need a Financial Advisor? (David, OH)

10:54 - Get a Free Financial Blueprint, Learn About Pure's Financial Assessment

12:13 - Retirement and Roth Conversion Spitball + How to Get Out of Variable Annuity (Chris, DC)

20:05 - Anxious I Made a Mess of My Finances. How Much Should I Convert to Roth? (Kim)

28:13 - Watch Retirement Rebound: 4 Plays to Score a Comeback on YMYW TV, Download the Retirement Income Strategies Guide

29:08 - Inherited Assets: Best Strategy for Tax-Efficient Retirement Withdrawals? (Alissa, Cedar Rapids, IA)

42:10 - Outro

  continue reading

504 episodi

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