Roth Conversions, the Rule of 55, and Retirement Withdrawal Regrets - 358
Your Money, Your Wealth
00:00
Should I Include Any of These in My Stock Allocation?
Diane is planning to stay out of the third tax bracket in her retirement. Al and joe help diane confirm the tax implications from the sale of her home. Diana has a seven year window to maximize a zero % r capital gain from ar brokerage account or a roth conversion strategy. Oget gm from santa cruz once a weekgot a ne question.
Transcript
Play full episode
