Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Defusing a Future Tax Bomb With Roth Conversions - 510
Manage episode 458385318 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That’s today on Your Money, Your Wealth® podcast number 510 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Barbara in New Jersey’s grandson move excess 529 funds to a Roth and withdraw the money after 5 years? PWare has a cunning plan to gift appreciated stock to avoid capital gains tax, but will it work? Should Mike create a limited liability company for his rental properties? And finally, qualified charitable distributions don’t make sense to GetSmart Paul. Sherri in California wonders if her kids can inherit her savings account without any tax penalty, and whether there’s a safe, high-yielding investment she should put it in. And Houry in New York wonders if her IRA can fund a charitable remainder unitrust, or CRUT.
Access free financial resources and the episode transcript: https://bit.ly/ymyw-510
DOWNLOAD The Complete Roth Papers Package
DOWNLOAD The Retirement Readiness Guide
WATCH Retirement Pop Quiz: 18 Questions to Get You Ready to Retire on YMYW TV
LISTEN to Steve in San Diego's 2019 question
Al: "Maybe you gotta live in a trailer somewhere." Joe: "that side hustle, you better be able to do that in a wheelchair."
LISTEN to YMYW Podcast Best of 2021, 2022, and 2023
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 the YMYW Podcast
01:08 - Should We Do Roth Conversions to Our Eventual Tax Bracket? (Alex, MA)
07:51 - YMYW Tough Love Made Me Get Serious. When Can I Retire? Should I Do Roth Conversions? (Steve, San Diego, CA)
14:11 - Download the Complete Roth Papers Package for free
14:59 - Can Grandson Withdraw 529 Funds From Roth After 5 Years? (Barbara, NJ)
18:37 - Can We Avoid Capital Gains Tax With This Appreciated Stock Gifting Strategy? (P Ware)
20:57 - Should I Create an LLC for Rental Properties? (Mike, voice)
23:00 - Qualified Charitable Distributions Don’t Make Sense to Me (GetSmart Paul, YouTube)
24:59 - Watch the Retirement Pop Quiz on YMYW TV, Download the Retirement Readiness Guide for free
25:45 - Do My Kids Inherit My Savings Account Without Tax Penalty? What’s a Safe, High-Return Investment for Them? (Sherri, CA)
27:18 - Can an IRA Fund a Charitable Remainder Unitrust? (Houry, NY)
31:43 - Outro: Next Week on the YMYW Podcast
535 episodes
Share
Manage episode 458385318 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and Big Al gave him some tough love 5 years ago. Is he good to retire now, and should he convert to Roth? That’s today on Your Money, Your Wealth® podcast number 510 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, can Barbara in New Jersey’s grandson move excess 529 funds to a Roth and withdraw the money after 5 years? PWare has a cunning plan to gift appreciated stock to avoid capital gains tax, but will it work? Should Mike create a limited liability company for his rental properties? And finally, qualified charitable distributions don’t make sense to GetSmart Paul. Sherri in California wonders if her kids can inherit her savings account without any tax penalty, and whether there’s a safe, high-yielding investment she should put it in. And Houry in New York wonders if her IRA can fund a charitable remainder unitrust, or CRUT.
Access free financial resources and the episode transcript: https://bit.ly/ymyw-510
DOWNLOAD The Complete Roth Papers Package
DOWNLOAD The Retirement Readiness Guide
WATCH Retirement Pop Quiz: 18 Questions to Get You Ready to Retire on YMYW TV
LISTEN to Steve in San Diego's 2019 question
Al: "Maybe you gotta live in a trailer somewhere." Joe: "that side hustle, you better be able to do that in a wheelchair."
LISTEN to YMYW Podcast Best of 2021, 2022, and 2023
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 the YMYW Podcast
01:08 - Should We Do Roth Conversions to Our Eventual Tax Bracket? (Alex, MA)
07:51 - YMYW Tough Love Made Me Get Serious. When Can I Retire? Should I Do Roth Conversions? (Steve, San Diego, CA)
14:11 - Download the Complete Roth Papers Package for free
14:59 - Can Grandson Withdraw 529 Funds From Roth After 5 Years? (Barbara, NJ)
18:37 - Can We Avoid Capital Gains Tax With This Appreciated Stock Gifting Strategy? (P Ware)
20:57 - Should I Create an LLC for Rental Properties? (Mike, voice)
23:00 - Qualified Charitable Distributions Don’t Make Sense to Me (GetSmart Paul, YouTube)
24:59 - Watch the Retirement Pop Quiz on YMYW TV, Download the Retirement Readiness Guide for free
25:45 - Do My Kids Inherit My Savings Account Without Tax Penalty? What’s a Safe, High-Return Investment for Them? (Sherri, CA)
27:18 - Can an IRA Fund a Charitable Remainder Unitrust? (Houry, NY)
31:43 - Outro: Next Week on the YMYW Podcast
535 episodes
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Similar to Your Money, Your Wealth
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Save more and spend less is more than just a motto for money expert Clark Howard; it’s a way of life. 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. Clark is a nationally syndicated radio talk show host and a consumer reporter for television stations around the country. His podcast, The Clark Howard Show, rec ...
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continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
…
continue reading
Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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continue reading
1
Rich Dad Radio Show: In-Your-Face Advice on Investing, Personal Finance, & Starting a Business
The Rich Dad Media Network
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The Rich Dad Radio Show will now air THREE times a week! In addition to the regular Wednesday and Thursday episodes hosted by best-selling author Robert Kiyosaki, and Jaren Sustar, we’ve added a third episode to include Real Estate expert Brent Daniels which will publish on Tuesdays. Join Robert Kiyosaki every week on Wednesdays, where he dives deep into the world of financial education, wealth-building strategies, and entrepreneurship. In every episode, Robert and his expert guests discuss ...
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continue reading
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