8 IRA Mistakes That Can Mess Up Your Retirement - 105

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 6 March 2017

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

8 IRA mistakes to avoid, the most expensive purchase you'll ever make, the best state tax breaks for retirement and how to prioritize where you save, to maximize what you save. Plus, Joe and Al answer questions on advisor credentials, the 60 day rollover rule, and which is safer, T-bills or fixed indexed annuities?

Transcript

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0:00.0	How to prioritize where you save to maximize what you save.
0:03.0	Why you might want to retire in the great state of Georgia,
0:05.0	how waiting just one more day before you retire could save you a lot of money.
0:09.0	And how to totally screw up your retirement.
0:11.0	This is Your Money, Your Wealth.
0:13.0	Today on Your Money Your Wealth, two-thirds of Americans aren't saving for the most expensive purchase of their lives.
0:19.0	And today, Joe and Big Al have solutions.
0:23.6	Big Al lists the eight IRA-related mistakes, young professionals, and everyone else should avoid.
0:28.6	And Joe breaks out, tax breaks state by state to help you decide where to retire.
0:33.6	The fellas also answer email questions on advisor credentials.
0:36.6	What to do with your 401k when you head off to grad school?
0:39.3	The 60 day rollover rule and which is safer, T bills, or fixed indexed annuities?
0:46.3	Here are Joe Anderson, CFP and Big Al Clopine's CPA to clear it all up for us.
0:52.3	There's such a disconnect when it comes to retirement, retirement planning and everything else.
0:56.0	I think everyone knows that they need to save.
0:58.0	Yes, that's true.
0:59.0	But if you look at life's most expensive purchases,
1:03.0	Merrill Lynch came out with the study.
1:05.0	Oh, I saw that article.
1:07.0	Yeah, did you?
1:08.0	Yeah, our crack research team. It's hot. So, did you read it-hmm. Yeah, our crack research team. Yeah. Yeah.
1:12.8	So, did you read it?
	...

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