Early Retirement, Roth Conversion Tax: YMYW Best of 2021 - 362

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

🗓️ 25 January 2022

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Early retirement, backdoor and mega-backdoor Roth conversions, paying tax on a conversion, asset location... the important topics from our most popular podcast episodes and YouTube videos of 2021. Plus, “impactful” listener comments and the funniest Derails of 2021 (in real time!) Show notes, financial resources, Ask Joe & Al On Air: https://bit.ly/ymyw-362

Transcript

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0:00.0	Today on Your Money, Your Wealth podcast number 362, we're revisiting the highlights of 2021.
0:06.9	Early retirement, paying tax on Roth conversions, the infamous backdoor Roth conversion,
0:11.8	asset location, and more.
0:13.8	These are the most important topics from our most popular podcast episodes and YouTube videos of 2021,
0:20.7	plus the most impactful listener comments of the year,
0:24.2	shall we say? You'll also hear the funniest derails of 2021, but in real time as they happen,
0:30.3	rather than at the very end of the episode. Visit Your Money, Your Wealth.com and click Ask
0:34.9	Joe and Al on air to send in your money questions via email or voice message.
0:39.8	We'll kick things off with the topic of 2021's most downloaded YMIW episode number 341,
0:46.0	the early retirement spitball analysis. I'm producer Andy Last and here are the hosts of Your Money,
0:51.9	Your Wealth, Joe Anderson, CFP, and Big Al Clopine, CPA.
0:56.9	YMYW team. I really enjoy your show. Thank you for all the information.
1:01.5	I started listening back in 2019 during my one-hour commute in my 2013 Mazda hatchback.
1:08.8	But I've been mostly working from home. so now listening to your show helps me mentally
1:13.5	separate the work time from home time since I don't commute as much.
1:17.9	Oh, that's interesting.
1:19.5	I can just visualize Adam.
1:21.2	Yeah.
1:21.6	He's like, okay, instead of, he's getting his car.
1:24.8	But he's just going to listen to the podcast.
1:26.1	Yeah.
1:26.8	But he's not going to drive it the podcast. But he's not going to
	...

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