
Sign up to save your podcasts
Or


Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested losses, tax diversification beyond conversions, and what to do if you think you blew up your Roth IRA. Access the transcript, resources, send in money questions, and your chance at a $100 Amazon e-gift card in the show notes: https://bit.ly/YMYW-291
By Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors4.6
752752 ratings
Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested losses, tax diversification beyond conversions, and what to do if you think you blew up your Roth IRA. Access the transcript, resources, send in money questions, and your chance at a $100 Amazon e-gift card in the show notes: https://bit.ly/YMYW-291

3,255 Listeners

1,999 Listeners

1,951 Listeners

450 Listeners

1,310 Listeners

453 Listeners

546 Listeners

752 Listeners

559 Listeners

696 Listeners

828 Listeners

199 Listeners

594 Listeners

436 Listeners

1,062 Listeners