Medicare, Social Security, and FIRE Early Retirement - 348
How to calculate modified adjusted gross income (MAGI) for Medicare IRMAA, Social Security benefits when you’re planning to FIRE (Financial Independen...
Your Money, Your Wealth
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About
On this retirement investing podcast, financial planner Joe Anderson, CFP® and certified public accountant Big Al Clopine answer your money questions about investing, portfolio diversification, how to reduce taxes, creating retirement income, collecting Social Security benefits, how much you can spend in retirement, Roth conversions, and more. Retirees and pre-retirees listen to this irreverent and informative personal finance podcast to laugh as they learn strategies that can help them retire successfully. Ask your personal finance questions, read YMYW podcast episode transcripts, and access free financial resources at http://YourMoneyYourWealth.com
What's the Right Mix of Stocks and Bonds for Your Investment Portfolio? - 347
Asset allocation is the delicate balance of stocks, bonds, and other assets in an investment portfolio. What allocation is best for your retirement ne...
Buying and Selling Your House or Real Estate - 346
How do you estimate net investment income tax when selling your primary residence? Is the all-in-one mortgage a temporary solution when buying a house...
Working or Retiring Abroad and Early Retirement Spitball - 345
Retiring overseas and foreign earned income exclusion eligibility, using your tax refund for a back door Roth conversion, and working abroad and contr...
It Could Be Over for the Mega Backdoor Roth IRA - 344
Joe & Big Al outline the House Ways and Means Committee's sweeping tax proposal that would impact Roth contributions, Roth conversions, RMDs, the back...
HELOC, All-in-One Mortgages, and What to Do With Old Life Insurance Policies - 343
What is a home equity line of credit? Is a HELOC better than a traditional mortgage? What are all-in-one mortgage loans? Does it make sense to buy a c...
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
How to calculate Roth conversions to reduce taxes at required minimum distribution age? What are the rules for RMDs from Roth 401(k)? How does the 5 y...
Early Retirement Spitball Analysis - 341
Some YMYW listeners have had enough of the 9 to 5 and are ready to punch early. Joe & Big Al spitball on whether they’re financially ready for a long,...
Where to Locate Assets for Tax Efficiency Without Compromising Growth? - 340
Asset location: how to position assets to pay less tax without sacrificing investment growth? Should young folks contribute all of their retirement sa...
Should We Do a Roth Conversion? - 339
Moving money from tax-deferred retirement accounts to accounts with lifetime tax-free investment growth: should you do Roth IRA conversions? Before ma...