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Innhold levert av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Retirement Planning With a Large Age Difference: A Case Study | YMYW Extra - 6

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Manage episode 428011323 series 1375495
Innhold levert av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of Pure Financial Advisors' Managing Director Jake Greenberg, CFP®, ChFC® for a video case study (complete with visual aids!) on YMYW Extra number 6. Into which types of accounts should Bonnie and Clyde save for retirement? How much of their savings should they convert to Roth and when? Free financial resources and transcript: https://bit.ly/ymywe-6

Download the Key Financial Data Guide

Watch the video spitball: https://youtu.be/YwG3pZ3U8IU

Request your own Retirement Spitball Analysis

YMYW Extra on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter

Schedule a free financial assessment

01:19 - Bonnie & Clyde's Financial Situation 06:56 - Health Savings Accounts Explained 08:16 - Real Estate Plans 09:42 - Contribute to Brokerage Account or Roth 401(k)? 11:01 - Bonnie & Clyde's Pre-Financial Assessment: A Video Case Study 23:28 - Tax Diversification Visualized 30:02 - Roth Conversions: When and How Much? Current and Future Tax Brackets Visualized 35:53 - Age Difference and Retirement Date Differences 27:15 - Bonnie and Clyde's Cars, Drinks and Pets 39:57 - Final Thoughts

  continue reading

497 episoder

Artwork
iconDel
 
Manage episode 428011323 series 1375495
Innhold levert av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in the future? While Joe Anderson, CFP® and Big Al Clopine, CPA are on vacation, Your Money, Your Wealth® podcast producer Andi Last enlists the help of Pure Financial Advisors' Managing Director Jake Greenberg, CFP®, ChFC® for a video case study (complete with visual aids!) on YMYW Extra number 6. Into which types of accounts should Bonnie and Clyde save for retirement? How much of their savings should they convert to Roth and when? Free financial resources and transcript: https://bit.ly/ymywe-6

Download the Key Financial Data Guide

Watch the video spitball: https://youtu.be/YwG3pZ3U8IU

Request your own Retirement Spitball Analysis

YMYW Extra on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter

Schedule a free financial assessment

01:19 - Bonnie & Clyde's Financial Situation 06:56 - Health Savings Accounts Explained 08:16 - Real Estate Plans 09:42 - Contribute to Brokerage Account or Roth 401(k)? 11:01 - Bonnie & Clyde's Pre-Financial Assessment: A Video Case Study 23:28 - Tax Diversification Visualized 30:02 - Roth Conversions: When and How Much? Current and Future Tax Brackets Visualized 35:53 - Age Difference and Retirement Date Differences 27:15 - Bonnie and Clyde's Cars, Drinks and Pets 39:57 - Final Thoughts

  continue reading

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