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Контент предоставлен Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353
Manage episode 307838917 series 1375495
Контент предоставлен Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay Social Security to age 70 if you don’t need the money, and estimating benefits with a future salary of $0. Finally, can you “ghost” an advisor? Should you hire a financial advisor near you? Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-353
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Manage episode 307838917 series 1375495
Контент предоставлен Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. Весь контент подкастов, включая выпуски, графику и описания подкастов, загружается и предоставляется непосредственно Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors или его партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay Social Security to age 70 if you don’t need the money, and estimating benefits with a future salary of $0. Finally, can you “ghost” an advisor? Should you hire a financial advisor near you? Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-353
480 эпизодов
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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