<p class="p1">Joe & Big Al answer your questions: from filed-and-suspended Social Security, living off of your investments overseas before taking Social Security, and transitioning from disability to regular Social Security, to how the sale of appreciated company stock or a Roth conversion will change your tax bracket, and what you need to do to prove a change to your state of residency. Plus, the fellas explain how the pro-rata rules for Thrift Savings Plans have changed. Transcript & show notes: <a href= "http://bit.ly/YMYW-220">http://bit.ly/YMYW-220</a></p>

Joe & Big Al answer your questions: from filed-and-suspended Social Security, living off of your investments overseas before taking Social Security, and transitioning from disability to regular Social Security, to how the sale of appreciated company stock or a Roth conversion will change your tax bracket, and what you need to do to prove a change to your state of residency. Plus, the fellas explain how the pro-rata rules for Thrift Savings Plans have changed. Transcript & show notes: http://bit.ly/YMYW-220

<p>Joe &amp; Big Al answer your questions: from filed-and-suspended Social Security, living off of your investments overseas before taking Social Security, and transitioning from disability to regular Social Security, to how the sale of appreciated company stock or a Roth conversion will change your tax bracket, and what you need to do to prove a change to your state of residency. Plus, the fellas explain how the pro-rata rules for Thrift Savings Plans have changed. Transcript &amp; show notes: <a href="http://bit.ly/YMYW-220" rel="noopener noreferrer">http://bit.ly/YMYW-220</a></p>

Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

Making fun of finance. A US News & World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

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Making fun of finance. A US News &amp; World Report "Top 9 Personal Finance Podcast" (2025) and "Top 12 Retirement Podcast" (2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020-2024). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only financial planning firm. Pure Financial adheres to the fiduciary standard of care, in which we are required by law to act in the best interest of our clients at all times. Access free financial resources and episode transcripts, Ask Joe &amp; Big Al On Air to get your Retirement Plan Spitball Analysis: http://YourMoneyYourWealth.com

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Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

Social Security, TSP Changes, & Maintaining Your Tax Bracket - 220

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