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Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Update: 2022-11-08

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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://bit.ly/ymyw-403

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Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Joe Anderson, CFP® & Alan Clopine, CPA