Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353 - podcast episode cover

Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353

Nov 23, 202145 minEp. 353
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Episode description

How does the “Buy, Borrow, Die” strategy of the uber-wealthy work? Stacking capital gains vs. Roth conversions, contributing to a non-deductible IRA vs. a brokerage account, and minimizing tax when a trust is the TSP beneficiary. Also, why delay Social Security to age 70 if you don’t need the money, and estimating benefits with a future salary of $0. Finally, can you “ghost” an advisor? Should you hire a financial advisor near you? Show notes, free resources, Ask Joe & Al On Air: https://bit.ly/ymyw-353

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Retirement Spitballing, Social Security, and Hiring & Ghosting Financial Advisors - 353 | Your Money, Your Wealth podcast - Listen or read transcript on Metacast