YMYW Spitball Analysis 2: Retirement and Social Security - 288

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

🗓️ 25 August 2020

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

The YMYW Retirement Plan Spitball Analysis was so popular that it’s time for part 2! Where do Roth IRA conversions, primary residences, and rental real estate investment properties fit in your retirement plan? How much Social Security is taxed, and will taking your pension lump sum before Social Security impact your taxes? Fill out the podcast survey for a chance to win a $100 Amazon e-gift card, send in money questions, and access the transcript and free financial resources: https://bit.ly/YMYW-288

Transcript

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0:00.0	Tell us what you think about the Your Money, Your Wealth podcast for your chance to win a $100
0:04.8	Amazon E gift card.
0:07.0	Click the link in the description of today's episode in your podcast app to go to the show notes
0:11.3	and fill out the third annual YMIW podcast survey.
0:15.1	You'll be in the running for the hundred bucks.
0:17.6	U.S. residents only, no purchase necessary.
0:19.6	Survey giveaway closes at 9 a.m. Pacific on September 21st,
0:23.7	2020. Today on Your Money, Your Walth, the YMIW retirement plan spitball analysis was so popular
0:30.4	that it's time for part two. Where do Roth conversions, primary residences, and rental real estate
0:36.2	investment properties fit into your
0:38.1	retirement plan. How much of Social Security is taxed and will taking your pension lump sum
0:43.4	before Social Security impact your taxes? I'm producer Andy Last and here are the hosts of
0:48.8	your money, your wealth and lovers of long emails, Joe Anderson CFPP, and Big Al Clopine CPA.
0:55.8	If you have money questions, go to Your Money Your Wealth.com, you can click on that button, ask Joe and Big Al.
1:02.8	The button's back up and running, right, Andy?
1:04.9	I believe so. I think it is. It should be. Test it. Find out. Let us know.
1:09.5	All right. I think we're back. So we appreciate everyone
1:12.3	kind of jumping through hoops here the last few weeks. But we did get all your emails. Some people
1:18.1	get very rambunctious, Alan. They do. It's like if I don't answer their question in 30 seconds.
1:24.6	We either get that or we get one that is like five pages long.
1:29.8	Well, no, the ones that are five pages long, they want to get their financial plan ASAP.
1:33.5	That's right.
	...

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