YMYW Spitball Analysis 3: Tax Diversification and Asset Allocation - 296

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

🗓️ 20 October 2020

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

On round 3 of the YMYW Retirement Plan Spitball Analysis, Joe and Big Al focus on your tax diversification and asset allocation questions: should more money be going into Christy’s pre-tax Roth accounts? Has Roger set up a good portfolio for his elderly relative? Plus, the Rule of 100 or 120 for investing in stocks and bonds, as touted by Jack Bogle and the Bogleheads. Also, should Tom take a Coronavirus-Related Distribution? And finally, when to take Social Security, and that Social Security file and suspend rule that affects people born in 1954. Access the transcript and financial resources, send in money questions: https://bit.ly/YMYW-296

Transcript

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0:00.0	Today on Your Money, Your Wealth, we're back for round three of the YMIW Retirement Plan's
0:05.7	Spitball Analysis. And this time, Joe and Big Al focus on your tax diversification and asset
0:11.3	allocation questions. Should more money be going into Christie's pre-tax Roth accounts?
0:16.8	Has Rogers set up a good asset allocation for his elderly relative?
0:21.0	Plus, find out what the fellas think of the rule of 100 or the rule of 120 for investing in stocks and bonds,
0:27.8	as touted by Jack Bogle and the Bogleheads.
0:30.9	Also, should Tom take a coronavirus-related distribution?
0:34.5	And finally, the fellas answer your questions on when to take Social Security
0:38.2	and that file and suspend rule that affects people born in 1954. Click the link in the
0:43.7	description of today's episode in your podcast app to go to the show notes, read the transcript,
0:48.3	access this week's free financial resources, and send in your money questions. I'm producer Andy Last and here are the hosts of
0:56.3	your money, your wealth, Joe Anderson, CFP and Big Al Clopine CPA.
1:02.1	Alan Christie from Seattle writes this. This is a, but an essay essay it's an essay
1:11.0	I think is what
1:11.9	christie
1:12.4	we do
1:14.7	we love your emails
1:15.8	if you could make them a little more brief
1:17.6	that would be cool
1:18.3	that means they're going to cut out all the
1:21.3	the compliments and flattery
1:23.1	oh okay well
	...

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