Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Your Money, Your Wealth - Podcast autorstwa Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors - Wtorki
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Spitballing Roth conversions: a conversion and pension lump sum strategy, converting vs. harvesting 0% long term capital gains, and how to avoid double taxed Roth conversions. Plus, how to allocate assets when using the Rule of 55? Do retirees regret not spending more in retirement? Will paying a thrift savings plan loan with real estate income avoid income tax? Will assets be better protected against litigation in a TSP or an IRA? Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-358
