Podcasts Business Investing Your Money, Your Wealth Are Roth Conversions Really As Good as They Sound? - 440

Are Roth Conversions Really As Good as They Sound? - 440

Published: Aug. 1, 2023, 11 a.m.

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Christine isn\\u2019t sure that Roth conversions are all they\\u2019re cracked up to be. Erick needs a retirement spitball analysis for his Roth conversions, annuities, and the real estate in his self-directed IRA, Billy the disgruntled attorney wants to know if he can retire now, and Zach wonders just how bad is it to rely on the lottery for retirement? But first, Joe and Big Al spitball military retirement strategies.

Timestamps:

  • 01:16 -\\xa0I\'m 22, Military. Should I Be Spending More Instead of Saving So Much? (Cole - voice)
  • 06:19 - I\'m 27. How Should I Max Out Military and Second Job Retirement Contributions? (Adam)
  • 09:08 - Retiring With Pensions at Ages 59 & 63. Is Our Retirement Plan Sound? (Scott, AL)
  • 16:55 - I\\u2019m Not Sure Roth Conversions Are as Good as They Sound! (Christine, Seattle)
  • 26:44 - Roth Conversion, Annuities, Real Estate in Self-Directed IRA Strategy? (Erick, CA)
  • 37:23 - Can a Disgruntled Attorney Quit and Retire Now? (Billy, Joplin, MO)
  • 39:53 - Just How Bad an Idea Is Relying on the Lottery for Retirement? (Zach, Tuscaloosa, AL)
  • 47:18 - The Derails

Access this week\'s free financial resources in the podcast show notes at\\xa0https://bit.ly/ymyw-440:

  • 6th Annual YMYW Podcast Survey - one randomly-chosen participant will win a $100 Amazon e-gift card!
  • Financial benefits for military families
  • 2023 Key Financial Data Guide
  • Episode Transcript
  • Ask Joe & Big Al On Air
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