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How is Kimberly\u2019s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick\u2019s tax loss harvesting transaction a wash sale? At what marginal tax rate should Brian stop making Roth 401(k) contributions? Joe Anderson, CFP\xae and Big Al Clopine, CPA are back this week on Your Money, Your Wealth\xae podcast 486 to answer these questions and to spitball on the importance of international stock in John in Seattle\u2019s diversified investment portfolio, David and Terri\u2019s Roth conversion and I bond strategy, Blake\u2019s severance package, and the impact of a new home purchase on John in DC's retirement spending. Free financial resources and transcript: https://bit.ly/ymyw-486

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Timestamps:

00:00 - Intro

00:57 -\xa0Should We Do Roth Conversions to Top of the 24% Bracket to Minimize $240K I-Bond Profits? (David & Terri, Southern California, voice)

07:32 - Roth Conversion & Qualified Charitable Distribution Strategy Spitball (Kimberly, IA)

13:12 - Should I Take the Severance Package Now at 59 and a Half or Work Until Age 63? (Blake)

18:00 - Is My Tax Loss Harvesting Transaction a Wash Sale? (Patrick, Vancouver, WA)

24:42 - How Important is International Stock in a Diversified Portfolio? (John, Seattle, WA)

30:40 - At What Marginal Tax Rate Should Roth 401(k) Contributions Stop? (Brian, NC)

33:58 - What Impact Will Our New Home Have on Our Retirement Spending? (John in the DC)

42:32 - The Derails