Excess Contributions and Tax Strategies

DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing

Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!

Business, Education, Self-improvement, Investing, Real Estate, Money

4.6 • 858 Ratings

🗓️ 2 October 2023

⏱️ 16 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this episode of DIY Money, Quint and Logan talk about what to do when you over contribute to a retirement account and tax strategies to think about.

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, this is Daniel. Thanks for listening to DIY Money. If you haven't already, be sure to give us a five-star review on iTunes so your friends know that they can learn from the show. Now, enjoy the show.
0:15.9	Welcome back. Ladies and gentlemen, you're listening to another edition of DIY Money.
0:20.6	DIY Money. What shake and Logan. Yeah, well, it to another edition of DIY money. DIY money.
0:21.3	Washake and Logan.
0:22.8	Yeah, well, it's fall, football.
0:25.5	We've talked about that plenty of times.
0:27.3	What are you looking at?
0:28.1	Is that a new shirt?
0:29.1	It is a new shirt.
0:29.8	That is nice.
0:30.9	That is nice.
0:33.5	Yeah.
0:34.7	Macy's.
0:35.7	Wow.
0:36.4	Sales. Okay. I really like's. Wow. Sales.
0:37.6	Okay.
0:38.1	I really like it.
0:38.9	It looks soft.
0:40.0	You're too far to reach.
0:41.3	If you were watching this, he has a very nice light blue shirt on that looks really sharp.
0:47.4	Really sharp.
0:48.2	Don't touch.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen! and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.