What The New Law Means For Your Roth IRA! - 545
Your Money, Your Wealth
Your Money, Your Wealth
2.3 • 681 Ratings
🗓️ 2 September 2025
⏱️ 38 minutes
🧾️ Download transcript
Summary
One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for getting your retirement savings into tax-free Roth accounts. How are these different from a good ol’ Roth conversion, and what do Joe and Big Al think of them? Find out today on Your Money, Your Wealth® podcast number 545 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, why is Ed Slott, CPA, the man known to many as "the IRA guru," such a fan of permanent cash value life insurance? Finally, an attempted correction from a YMYW YouTube viewer turns into a rousing game of death trivia, and we’ll share some of your opinions from the 8th Annual YMYW Podcast Survey, which just closed. (Congratulations Larry, for being the randomly-chosen winner of the $100 Amazon e-gift card, just for completing the survey!)
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Transcript
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| 0:00.0 | One big beautiful bill is now law. How does it impact your Roth conversion strategies and other financial decisions? |
| 0:07.0 | Plus, you may have seen or heard other advisors talking about their strategies for getting your retirement savings into tax-free Roth accounts. |
| 0:14.0 | How are these different from a good old Roth conversion? And what did you and Big Al think of them? |
| 0:19.0 | Find out today on your money, Your Wealth Podcast number 545. |
| 0:22.7 | Plus, why is Ed Slot CPA, the man known to many as the IRA guru, such a fan of permanent |
| 0:28.8 | cash value life insurance? |
| 0:30.8 | Finally, an attempted correction from a YMIW YouTube viewer turns into a rousing game of |
| 0:36.4 | death trivia, and we'll share some of your opinions from |
| 0:39.7 | the eighth annual YMIW podcast survey which just closed thank you to all of you for helping us |
| 0:45.3 | make this podcast better for you and congratulations to Larry our randomly chosen winner of the |
| 0:50.6 | $100 Amazon e gift card let's kick things off today with the new tax reform. |
| 0:55.9 | I'm executive producer Andy Last and here are the hosts of your money, your wealth, Joe Anderson's |
| 1:00.6 | CFP and Big Al Clopine CPA. Hey Al, it's been a while since this bill came out so I thought we |
| 1:07.0 | just give a brief overview of the beautiful badass bill of... |
| 1:11.9 | Don't you love the name? |
| 1:13.6 | I do. |
| 1:14.2 | One big, beautiful bill. |
| 1:16.7 | So let me... |
| 1:18.2 | Yeah. |
| 1:18.7 | I've kind of scoured through this. |
| 1:20.5 | Okay. |
| 1:20.9 | Me too. |
... |
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