Episode 75 - Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with PJ DiNuzzo, CPA, PFS, AIF, MBA, MSTx

Published: June 16, 2014, 4 a.m.

TOPICS COVERED: Introduction of Guest - PJ DiNuzzo, CPA, PFS\xae, AIF\xae, MBA, MSTx; Order to Use Your Three Pots of Money; The Three Most Common Strategic Asset Allocations; Long-Term Money Asset Allocation; Caller Q&A: Should a Roth IRA Conversion Be Done in the Beginning or End of the Year?; The 60/40 Portfolio Asset Allocation; The Short-Term Bucket Asset Allocation