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How to Calculate Your Retirement Needs in Future Dollars - Your Money, Your Wealth® podcast 431
· 30.05.2023 · 13:00:25 ··· Dienstag ⭐ 0 🎬 0
📺 Your Money, Your Wealth
How much will money will you need in retirement, adjusted for inflation? Today on Your Money, Your Wealth® podcast 431, Joe Anderson, CFP® and Big Al Clopine, CPA spitball on your future dollars, how to calculate the tax on Roth conversions, and the benefits of converting to Roth in down markets. Plus, should retirement savings contributions be half pre-tax and half post-tax? And finally, saving to a 529 plan for your kids, or sending them to Hollywood stunt training camp - which would you do!?
00:00 - Intro
00:49 - How Much Will I Need to Retire in Future (Inflated) Dollars? (Jared, Clifton Park, NY)
05:51 - Can We Retire Early With $400K Savings and $80K Pensions? That Depends on the Inflation Factor (Marcus, Queens, NYC - from episode 373)
14:36 - Big Al’s Quick Retirement Calculator - download: https://purefinancial.com/white-papers/quick-retirement-calculator/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW-430
15:22 - How to Calculate Tax on Roth Conversions & the Benefits of Converting in Down Markets (Robin)
20:00 - Should I Save Half Pre-Tax and Half-Post Tax for Retirement? (John Brown, NV)
27:50 - 10 Steps to Improve Investing Success - download: https://purefinancial.com/white-papers/10-steps-to-improve-investing-success/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW-430
28:26 - Hollywood Stunt Training Camp vs. Saving to 529 Plan (Mike, Utica, NY)
33:40 - The Derails
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment
Office locations: https://purefinancial.com/why-pure/locations/
Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-joe-and-al/
Subscribe to our YouTube channel: http://bit.ly/YMYW-YouTube
Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.
· 30.05.2023 · 13:00:25 ··· Dienstag
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