We'll be joining you in five cities. You can check that at stacky begmen stot com slash stack. In washington, d c, we're it, hurray for books. And make sure you've heard this, just tell me that you're the star from som dog millioner an,. From one of my favorite movies. O but anyway, check for times and everything at stack in begiments dotcom, slash stact. We'll return to the show in a moment.
#372: Eve has been investing in her brokerage account and the tax liabilities are starting to add up. She wants to retire in 12 years and is wondering if she should invest in after-tax contributions and plan on a Roth conversion.
Anonymous has rental properties and wants to start building his kids credit histories. Is it a good idea to add them as co-borrowers on the mortgage?
Lily is really excited about investing in real estate, but househacking wasn’t the right fit. She’s looking for advice on investing in opportunity zones through crowdfunding platforms.
In today's episode, former financial planner Joe Saul-Sehy and I tackle these tough situations.
Enjoy!
Do you have a question on business, money, trade-offs, financial independence strategies, travel, or investing? Leave it at https://affordanything.com/voicemail and we’ll answer them in a future episode.
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