Your Money, Your Wealth
Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:48:07
- Mas informaciones
Informações:
Sinopsis
Following the Fed’s fourth consecutive interest rate hike last week, should you be changing your investing strategy to time this inflationary market, moving from bonds to 3-year annuity CDs? Plus, Joe and Big Al spitball on asset location and Roth conversions for the in-laws, and a net unrealized appreciation (NUA) strategy for company stock in a 401(k). They also discuss whether extra home mortgage payments are part of an investment portfolio, and what real estate expenses are tax deductible. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-403