DiscoverYour Money, Your WealthInflation Investing, Asset Location, and Real Estate Retirement Spitball - 403
Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

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

Update: 2022-11-08
Share

Description

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://bizlink.to/ymyw-403

Comments 
In Channel
loading
Download from Google Play
Download from App Store
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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