Roth Conversions, Life Insurance & More: Email Round-Up - 238

Your Money, Your Wealth

EpisodeSep 10, 201949m

Roth Conversions, Life Insurance & More: Email Round-Up - 238

Your Money, Your Wealth

EpisodeSep 10, 201949m

An entire episode dedicated to money questions that run the gamut: we're talking about using indexed universal life insurance to insure future income, buying mutual funds or ETFs in an IRA, Roth contributions and conversions, changes to the thrift savings plan, doing a reverse mortgage leading into a possible recession, the Mega-Backdoor Roth strategy, what happens to retirement accounts in a divorce and more. Transcript, free financial resources, and show notes: http://bit.ly/YMYW-238

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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and w...

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