Spitballing the Sequence of Retirement Savings - 350

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Recorded02 Nov 2021

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607214

Show notes

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

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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