cover of episode Working After Retirement and Wealth Gifting Strategies - 390

Working After Retirement and Wealth Gifting Strategies - 390

2022/8/9
logo of podcast Your Money, Your Wealth

Your Money, Your Wealth

Frequently requested episodes will be transcribed first

Shownotes Transcript

When you retire and when you actually stop working may be two different things. How can you get a raise when you’re working for a startup in retirement? Should you do Roth conversions before or after you quit working? Plus, find out what Joe and Big Al think about a 529 and series I bond gifting strategy, and using whole life insurance to transfer wealth to the kids. Show notes, free financial resources, the YMYW podcast survey, and Ask Joe & Big Al On Air: https://bit.ly/ymyw-390)