Spitballing Retirement Real Estate and Tax Strategies - 426
Your Money, Your Wealth
Your Money, Your Wealth
4.6 • 792 Ratings
🗓️ 25 April 2023
⏱️ 42 minutes
🧾️ Download transcript
Summary
Gidget wants to find her very own Moon Doggie so she can get married and reap that sweet, sweet capital gain exclusion when she sells her house. What do Joe and Big Al think, and can they help her find a man? Plus, is real estate a good investment for retirement income? Is taking out a TSP (thrift savings plan) loan to pay off your mortgage a good idea? Also, the fellas spitball a tax and ACA (Affordable Care Act) strategy, a FIRE strategy - well, financial independence, but not necessarily retire early - and they discuss capital gains taxes on RSUs (restricted stock units.)
Timestamps:
- 00:45 - How's My Marriage Strategy for Extra Capital Gain Exclusion on the Sale of My Primary Residence? (Gidget, San Diego)
- 10:46 - Is Real Estate a Good Investment for Retirement Income? (Doctor Jerry, Waco, TX)
- 16:14 - Should I Pay Off My Mortgage with a Thrift Savings Plan Loan? (Jake - voice message)
- 19:35 - Spitball Our Retirement, Tax Planning, and ACA Strategy? (John from LA - Lower Anderson, SC)
- 26:31 - Do I Need to Pay Quarterly Capital Gains Taxes When I Sell RSUs? (Jerry, Redmond, WA)
- 31:43 - FIRE Retirement Spitball Analysis: How to Structure Our Investments? (Jim, Washington State)
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-426
- 10 Tips for Real Estate Investors
- Alternative Retirement Income Sources: Real Estate and Beyond webinar
- Real Estate Investing: What Are Cash-on-Cash and Cap Rate? YMYW podcast episode 365
- Episode Transcript
- Ask Joe & Big Al On Air
Transcript
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| 0:00.0 | Gidgett wants to find her very own moon doggy so she can get married and reap that sweet, sweet capital gain exclusion when she sells her house. |
| 0:08.1 | What did you and Big Al think? And can they help her find a man? That's today on Your Money, Your Wealth podcast number 426. |
| 0:15.8 | Plus, is real estate a good investment for retirement income? Is taking out a TSP loan to pay off your mortgage |
| 0:22.0 | a good idea? Also, the fellow spitball a tax and affordable care act strategy, a fire strategy, |
| 0:28.5 | well, financial independence, but not necessarily retire early. And they discuss capital gains taxes |
| 0:34.1 | on RSUs or restricted stock units. I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth, |
| 0:41.1 | Joe Anderson, CFP, and Big Alclophane CPA. |
| 0:45.1 | I think this is the strangest name we've ever received here on this program. |
| 0:49.7 | Gidgett? |
| 0:50.4 | Gidgett. |
| 0:51.4 | Yeah, like the Surfer Gidgett from the 60s. |
| 0:54.3 | Yeah, Joe, you are aware that was a TV show, right? |
| 0:56.6 | They have no idea. |
| 0:57.8 | Yeah, yeah. |
| 0:59.2 | It's from Al's generation, so technically we wouldn't know about it. |
| 1:01.8 | Finally, I know something you know about entertainment. |
| 1:04.1 | Wow. |
| 1:04.7 | Gidgett. |
| 1:05.6 | I've got to go back to the archives. |
| 1:08.1 | Dear Andy, please see the attached file for some questions for Joe and Bigel. |
| 1:13.8 | Oh, go yeah. But this question starts out, look at the attached file. That's too much. |
| 1:19.7 | You know it's going to be a big one. I watch Sunday a.m. on TV and both 600 and 1360 AM radio on |
... |
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