cover of episode Spitballing the Sequence of Retirement Savings - 350

Spitballing the Sequence of Retirement Savings - 350

2021/11/2
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

Frequently requested episodes will be transcribed first

Shownotes Transcript

In what order you should contribute into which accounts for retirement? Joe & Al explain the reasoning behind the sequence of retirement savings and where a health savings account (HSA) fits. Following some retirement plan spitball analyses and Roth conversion strategizing, the fellas explain whether capital gains are taxed progressively, how required minimum distributions are taxed, & they revisit indexed universal life insurance. Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-350)