Taxable Income, Dividends, Roth & SMA: What's Missing in Your Early Retirement? - 527

What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to spitball on whether they can retire around age 55 or 60, and whether they should max out their Roth or convert to Roth, today on Your Money, Your Wealth® podcast 527 with Joe Anderson, CFP®, and Big Al Clopine, CPA. Plus, April and Andy ask the fellas to spitball on their dividend investing strategy, and Don wonders if a separately managed account (SMA) makes sense for his taxable account. (We’ll also find out what an SMA is.)

Free financial resources & episode transcript: https://bit.ly/ymyw-527

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Timestamps:

00:00 - Intro: This Week on the YMYW Podcast

00:52 - Pros and Cons of Using a Taxable Brokerage Account for Early Retirement Income? (Chip Skylark, Dimsdale)

13:24 - Watch Your 11-Step Path to Financial Freedom on YMYW TV, Calculate Your Free Financial Blueprint

14:27 - Is My Dividend Investing Strategy Missing Anything? (Andy & April, Knoxville, TN)

25:02 - Can I Retire Between Ages 55-60? Should I Max Out Roth Contributions, or Convert to Roth? (Jack & Sally, NC)

31:18 - Download the Withdrawal Strategy Guide and 10 Steps to Improve Investing Success for Free

32:03 - Does a Separately Managed Account (SMA) Make Sense for My Taxable Account? (Don, IA)

40:46 - Next Week on the YMYW Podcast