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Tax Jailbreak Early Retirement Strategy: Sense or Nonsense? - Your Money, Your Wealth® podcast 432
· 06.06.2023 · 13:00:43 ··· Dienstag ⭐ 0 🎬 0
📺 Your Money, Your Wealth
Can you retire before age 55 simply by contributing to your 401(k) only up to the company match and then saving to a brokerage account? Today on Your Money, Your Wealth® podcast 432, Joe Anderson, CFP® and Big Al Clopine, CPA spitball on using this so-called tax jailbreak strategy to retire early. Plus, is Christine on track to have $150,000 present value to live on in retirement? Is John stuck just watching his money grow and turn into big required minimum distributions? Can Jackie contribute to a SEP IRA and convert it all to Roth? And what do the fellas think of Lee’s I-Bond emergency fund? Podcast show notes, free financial resources, episode transcript: https://bit.ly/ymyw-432
00:00 - Intro
00:49 - Is the Tax "Jailbreak" Early Retirement Strategy Nonsense? (William)
04:31 - Retirement Spitball: Can I Spend $150K Present Value in Retirement? (Christine, Seattle)
12:35 - Recession Protection Guide - download: https://purefinancial.com/white-papers/recession-protection-guide/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW-432
- How to Build a Recession-Proof Portfolio - YMYW TV: https://purefinancial.com/ymyw/episodes/how-to-build-a-recession-proof-portfolio/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW-432
13:18 - Am I Stuck Watching My Money Grow and Being Saddled With Big RMDs? (John, TX - voice)
18:10 - Can I Contribute to SEP IRA and Convert it All to Roth, or Roll it to 401(k)? (Jackie, Bethesda, MD)
22:30 - SECURE Act 2.0 Guide - download: https://purefinancial.com/white-papers/the-secure-act-2/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW-432
SECURE Act 2.0 webinar:
https://purefinancial.com/ask-pure/10-ways-secure-act-2-changes-your-taxes-retirement-planning/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW-432
23:19 - How is My I-Bond Emergency Fund Strategy? (Lee, Jacksonville, FL)
28:12 - The Derails: One of YMYW's Most Brutal One-Star Reviews Ever
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.
· 06.06.2023 · 13:00:43 ··· Dienstag
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