Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

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

🗓️ 7 May 2019

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

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Summary

Joe & Big Al answer your questions: from filed-and-suspended Social Security, living off of your investments overseas before taking Social Security, and transitioning from disability to regular Social Security, to how the sale of appreciated company stock or a Roth conversion will change your tax bracket, and what you need to do to prove a change to your state of residency. Plus, the fellas explain how the pro-rata rules for Thrift Savings Plans have changed. Transcript & show notes: http://bit.ly/YMYW-220

Transcript

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0:00.0	We got no time for a guest today on Your Money, Your Wealth, because Juan, Michael, the good driver,
0:06.3	Scott, Dan, Barney, and MS are all the stars of today's show.
0:10.8	They've got money questions, and Joe and Big Al are all about answering them.
0:14.4	From claiming Social Security, living off of your investments overseas before taking Social Security,
0:19.2	and how you transition from Social Security
0:21.1	to regular Social Security, to how the sale of appreciated company's stock or a Roth
0:26.5	conversion will change your tax bracket, and what you need to do to confirm for the feds and
0:31.0	the states that you've changed your state of residency. The fellows are going to do their best
0:34.9	to clear all that up for you and not make things any more confusing.
0:38.9	Plus, the pro rattle rules for thrift savings plans have changed.
0:41.9	Stick around to find out how.
0:43.4	Visit your money, your wealth.com.
0:45.4	Scroll down and click Ask Joe and Al on air to send in your questions.
0:49.8	I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth, Joe Anderson, CFP,
0:54.6	and Big Al Quopine CPA.
0:57.0	First one on here is from Helen.
1:00.2	Helen just wanted to write in and say, happy birthday, Big Al.
1:03.8	You sound so great.
1:06.4	She doesn't think you sound like you're ready for retirement or collecting social
1:11.7	security apparently she thinks they sound younger thank you helen yeah it's because of what
1:15.7	Andy does to your voice on the whole she puts it through a synthesizer yes it's something out
1:21.2	heard the real voice it's like it's it's it's here's my real voice.
	...

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