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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://staging.podcastplayer.com/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
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://staging.podcastplayer.com/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

534 episodes

Artwork
iconShare
 
Manage episode 442972453 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://staging.podcastplayer.com/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

534 episodes

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