
Sign up to save your podcasts
Or


Financially, what's the ideal retirement age? Are Roth conversions to the 37% tax bracket a good idea when you've achieved FAHR (financial abundance, happily retired)? Should you stop investing and start saving cash when approaching retirement? You're maxing retirement accounts, should you save to a deferred comp plan too? Is the employee stock purchase plan too many eggs in one basket? And finally, how to pay for long-term care insurance? Podcast show notes, Ask Joe & Big Al On Air: https://bit.ly/YMYW-331
By Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors4.6
752752 ratings
Financially, what's the ideal retirement age? Are Roth conversions to the 37% tax bracket a good idea when you've achieved FAHR (financial abundance, happily retired)? Should you stop investing and start saving cash when approaching retirement? You're maxing retirement accounts, should you save to a deferred comp plan too? Is the employee stock purchase plan too many eggs in one basket? And finally, how to pay for long-term care insurance? Podcast show notes, Ask Joe & Big Al On Air: https://bit.ly/YMYW-331

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