Asset Location, Investing Property Sale Proceeds, and Maxing Tax-Free Retirement - 537

You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants to know. Jim and Pam in Orange County are eligible for combat zone tax exclusions (CZTE). How else can they maximize their tax-free retirement strategy?  Susan Brandeis, CFP® spitballs with Big Al Clopine, CPA, today on Your Money, Your Wealth® podcast number 537. Plus, should Ned in Tokyo sell his Bay Area rental property and invest the proceeds? And Bob and Brigette in Wisconsin got a late start on Roth IRA savings. Should they prioritize saving into a Roth, brokerage account, or 401(k)?

Free financial resources & episode transcript: https://bit.ly/ymyw-537

DOWNLOAD Why Asset Location Matters

DOWNLOAD The Recession Protection Guide

WATCH How to Build a Recession-Proof Portfolio on YMYW TV

ASK Joe & Big Al for your Retirement Spitball Analysis

SCHEDULE your Free Financial Assessment

LEAVE YOUR HONEST RATINGS AND REVIEWS on Apple Podcasts

SUBSCRIBE or FOLLOW on your favorite podcast app

JOIN THE CONVERSATION on YouTube

DOWNLOAD more free guides

READ financial blogs

WATCH educational videos

SUBSCRIBE to the YMYW Newsletter

Timestamps:

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

00:46 - Should the Asset Location of Our Accounts Be Independent of Each Other? (Kevin, Denver)

08:54 - CTZE - Any Other Ways to Maximize Our Tax-Free Retirement Strategy? (Jim & Pam, Orange County)

17:19 - Watch How to Build a Recession-Proof Portfolio on YMYW TV, Download the Recession Protection Guide

18:00 - Should We Sell a Rental Property and Invest the Proceeds? (Ned, Tokyo, Japan)

25:37 - Got a Late Start on Roth IRA Savings. Should I Prioritize Roth, Brokerage, or 401(k)? (Bob & Bridgette, WI)

34:49 - Next Week on YMYW Podcast