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What Is Your Retirement Number? YMYW Spitball Retirement Analysis - 284
Joe and Big Al spitball retirement plan considerations, including:
- investing in brokerage and Roth instead of pre-tax
- getting tax diversification
- pension lump sum or annuity
- paying for education
- calculating a retirement number to put savings on autopilot
Plus, what life insurance \u201cinvestment\u201d has a \u201cguaranteed\u201d 10% return? Do dividend paying stocks have a higher rate of return than VTSAX? Should individual stocks go in a taxable account?
Send in money questions and access the episode transcript and free financial resources in the podcast show notes: https://bit.ly/YMYW-284