Retirement Portfolio Strategies and Making Sense of Fees - 298

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

🗓️ 3 November 2020

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Should retirement savings go in the older spouse’s accounts first? Does Marion have a good VTSAX to VTWAX tax-loss harvesting and portfolio rebalancing strategy? Plus, making sense of fees from your financial advisor and on exchange-traded funds, or ETFs. Big Al provides pointers on selecting a good certified public accountant - other than him, of course, and finally, do 457 plans ever blow up? Access the episode transcript and financial resources and send in your money questions: https://bit.ly/YMYW-298

Transcript

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0:00.0	Does it matter if you put retirement savings in the older spouse's accounts first? Does Marion have a good VTSAX to VTWAX tax loss harvesting and portfolio rebalancing strategy? Those are the main topics today on your money, your wealth. Plus, Joe and Big Al help you make sense of fees, both from your financial advisor and on exchange traded funds or
0:22.5	ETFs. Big Al will provide pointers on selecting a good certified public accountant, other than him,
0:28.4	of course, and finally, do 457 plans ever blow up? Go to Your Money, Your Wealth.com, and click
0:34.2	Ask Joe and Al on air to send in your money questions. I'm producer
0:38.5	Andy Last and here are the hosts of Your Money, Your Wealth, Joe Anderson, CFP and Big Al
0:43.8	Clopine CPA. Alan, we got Jeremy. He writes him. He's a supply chain manager.
0:53.4	I don't know why.
0:54.4	I guess this is a new requirement that we're asking now what their occupation is.
0:59.7	Is that what you're doing, Andy?
1:01.6	No, that one was just volunteered to us by Jeremy.
1:05.1	He's from Cookville, Tennessee.
1:07.6	So supply chain manager.
1:09.3	I don't know what a supply chain manager does. Manages the supply chain.
1:13.5	Wonder what type of... Yeah, that's exactly right.
1:15.6	See, you make sure you get your widgets.
1:18.8	Very smart today.
1:20.1	Essential supplies, I'm sure.
1:22.3	Watch out. Andy, Joe, and Big Al, thanks for all you do educating your audience. I sincerely appreciate the ability to explain complex concepts in a way it's easy to understand. I also appreciate the occasional derails and comic relief. It's a good balance. I've learned a lot in a short amount of time thanks to your podcast. Most notably, I didn't know until hearing
1:46.2	it on your show that I can withdraw from my 401k without penalty starting age 55. If I separate
1:52.7	from the company, that offers the 401k plan during that four and a half year window prior to
1:58.5	59.5. This is a big deal since he plans to retire a little
2:03.2	early. So 55, separate from service at age 55, you have full access to a 401k plan. As long as you
	...

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