Your Money, Your Wealth

What The New Law Means For Your Roth IRA! - 545


Listen Later

One Big Beautiful Bill is now law. How does it impact your Roth conversion strategies and other financial decisions? Plus, you may have seen or heard other advisors talking about their strategies for getting your retirement savings into tax-free Roth accounts. How are these different from a good ol' Roth conversion, and what do Joe and Big Al think of them? Find out today on Your Money, Your Wealth® podcast number 545 with Joe Anderson, CFP® and Big Al Clopine, CPA. Also, why is Ed Slott, CPA, the man known to many as "the IRA guru," such a fan of permanent cash value life insurance? Finally, an attempted correction from a YMYW YouTube viewer turns into a rousing game of death trivia, and we'll share some of your opinions from the 8th Annual YMYW Podcast Survey, which just closed. (Congratulations Larry, for being the randomly-chosen winner of the $100 Amazon e-gift card, just for completing the survey!)

Free financial resources & episode transcript: https://bit.ly/ymyw-545

DOWNLOAD The Ultimate Guide to Roth IRAs

WATCH Your 11 Step Path to Financial Freedom on YMYW TV

CALCULATE your free Financial Blueprint

SCHEDULE your Free Financial Assessment

ASK Joe & Big Al for your Retirement Spitball Analysis

LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts

SUBSCRIBE or FOLLOW on your favorite podcast app

JOIN THE CONVERSATION on YouTube

DOWNLOAD more free guides

READ financial blogs

WATCH educational videos

SUBSCRIBE to the YMYW Newsletter

...more
View all episodesView all episodes
Download on the App Store

Your Money, Your WealthBy Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

740 ratings


More shows like Your Money, Your Wealth

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,215 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,986 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

455 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,316 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

519 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

749 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

534 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

668 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

807 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

189 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

558 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

426 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

855 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners