DiscoverYour Money, Your WealthShould We Hold Off on Retiring Until the Markets Recover? - 386
Should We Hold Off on Retiring Until the Markets Recover? - 386

Should We Hold Off on Retiring Until the Markets Recover? - 386

Update: 2022-07-12
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When the financial markets are down, should you postpone retirement? When inflation is up, should you change your investments and pile into things like value and commodities? Plus, the ever-popular retirement spitball analysis: an early retirement plan, Medicare, Social Security, TSP, and Roth conversions, and when and how business owners should convert $5.5M to Roth IRA. Also, if excess 2021 Roth contributions were returned, can you file last year’s taxes now without penalty? Finally, what’s the difference between a collective investment trust and regular mutual funds? Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-386

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Should We Hold Off on Retiring Until the Markets Recover? - 386

Should We Hold Off on Retiring Until the Markets Recover? - 386

Your Money, Your Wealth