Roth & Retirement Spitball, Insurance, And The Origins Of YMYW

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Roth & Retirement Spitball, Insurance, and the Origins of YMYW - 461

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Spitballing on early retirement and Roth conversions to finish 2023. How can Jack and Diane (no, the other, other Jack and Diane, these are the ones in Rochester, MN) bridge the gap to retirement at age 61? Can Michael in San Diego do a Roth conversion without it impacting his taxes? Plus, what should "the Flintstones" do with their whole life insurance policies? What spitballs of wisdom do the fellas have for Michael, who is “benefit-less” in Kansas City, MO? Then, we wrap up the final episode of the year with the YMYW origin story.

Timestamps:

00:48 - How to Bridge the Gap to Retirement at Age 61? (Jack & Diane, Rochester, MN)
06:04 - Can I Convert to Roth Without Impacting My Taxes? (Michael, San Diego)
10:22 - What to Do with Whole Life Insurance Policies? (Wilma & Fred Flintstone)
16:55 - Financial Strategies for the “Benefitless” (Michael, Kansas City, MO)
23:46 - The Origins of YMYW
36:14 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-461

The Complete Roth Papers Package
Financial New Year’s Resolutions: Tips for Getting Your Finances in Order
The Economy, Currencies, Stocks, and 2024: End of Year Market Update webinar
Episode Transcript
Ask Joe & Big Al On Air for your Retirement Spitball Analysis

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