Today on Your Money, Your Wealth® podcast #310, Joe Anderson, CFP® and Big Al Clopine, CPA are drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and FIPhysician.com says nice things about YMYW. 00:00 - Intro 00:48 - Dollar-Cost Averaging, Pro-Rata, Buckets & Total Return: Retirement Withdrawal Specifics (Kristin, MA) 14:48 - What Can You Tell About Index Investments? (Richard) 15:46 - Retirement Withdrawal, Pension, and Social Security Strategy (Jeff, San Diego) 22:40 - Not Sure My Pension is Reliable. Should I Pay Off the Mortgage in 15 Years? (Richard) 26:41 - “Solo 401(k) Trap”: Qualified Business Income Deduction and the Solo 401(k - (Smitty, the Villages) 31:46 - Should I Create an LLC for My Small Business for Tax Purposes? (Jeremy, Cookeville, TN) 36:48 - FIPhysician.com: YMYW is the Best Retirement Podcast With Humor 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. #RetirementWithdrawalStrategy #RetirementDistributions #YourMoneyYourWealth #YMYW...(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
https://inflationprotection.org/whats-the-best-way-to-take-retirement-distributions-your-money-your-wealth-podcast-310/?feed_id=62749&_unique_id=63cbf7600c96c #Inflation #Retirement #GoldIRA #Wealth #Investing #AlanClopine #BigAlClopine #FinancialPlanning #indexinvesting #paythemortgageoffearly #pensionlumpsumormonthly #personalfinance #purefinancial #purefinancialadvisors #qualifiedbusinessincomededuction #retirementdistribution #retirementplanning #retirementpodcast #retirementwithdrawalstrategy #Solo401k #solo401ktrap #YourMoneyYourWealth #SpousalIRA #AlanClopine #BigAlClopine #FinancialPlanning #indexinvesting #paythemortgageoffearly #pensionlumpsumormonthly #personalfinance #purefinancial #purefinancialadvisors #qualifiedbusinessincomededuction #retirementdistribution #retirementplanning #retirementpodcast #retirementwithdrawalstrategy #Solo401k #solo401ktrap #YourMoneyYourWealth
Comments
Post a Comment