cover of episode Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323

Real Estate: Should We Sell Rental Property to Buy a Primary Residence? - 323

2021/4/27
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

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Shownotes Transcript

Spitballing a real estate strategy: sell investment rental properties to buy a home, use restricted stock units (RSU), or both? Plus, is it worth it to hire a financial advisor? Is it a good idea to do Roth IRA conversions to the top of your tax bracket each year? How can you move non-deductible IRA money to Roth IRA without paying taxes again? And a cautionary tale about Roth conversions and stimulus payments. Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-323)