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Are You Financially Ready for Retirement? - Your Money, Your Wealth® podcast 313


Today on Your Money, Your Wealth® podcast #313 with Joe Anderson, CFP® and Big Al Clopine, CPA, a retirement plan spitball analysis for an engineer wondering if he can afford to retire, required minimum distribution questions answered, and discussion on when to stop contributing to tax-deferred accounts, when to start Roth conversions, and a conversion strategy for someone with no income. Plus, "conversation" - not advice - about Joe's possible wallet syndrome, and a limerick and music from Paul Lemire. Access the transcript and financial resources, ask your money questions:  Free Download: Cracking the Financial Code at Any Age: 00:00 - Intro 00:53 - Am I Financially Ready for Retirement? Retirement Plan Spitball Analysis (David, Sacramento) 13:48 - Coronavirus Related Distribution Repayment and Roth Contribution Withdrawals into SIMPLE IRA (Johnny No Dough) 22:16 - Roth Conversion Strategy with No Income? (Jeremy, Cookeville, TN) 26:17 - Required Minimum Distributions: Substantiation of Basis? (Karen) 28:59 - When to Stop Contributing to Tax-Deferred Accounts? (Andy) 38:10 - RMDs: When and What Percentage Do I Have to Take from Retirement Accounts? (Denis) 39:38 - Should I Start Roth Conversions? (Rich, Long Island) 44:40 - Advice for Joe’s Butt (Kenny, Granite City, IL) 51:07 - Limerick and Music from Paul Lemire Schedule a free assessment with any one of our CFP® professionals, either online or at one of our financial planning offices in San Diego, Brea, Irvine, and Woodland Hills, California: Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: Subscribe to the YourMoney, Your Wealth® podcast: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their 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....(read more)


LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
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