Podknife - Working After Retirement and Wealth Gifting Strategies

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Working After Retirement and Wealth Gifting Strategies - 390

Podcast |: Your Money, Your Wealth
Publisher |: Joe Anderson, CFP® & Alan Clopine, CPA
Media Type |: audio
Podknife tags |: Business,; Business News,; Investing,; News,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Aug 09, 2022
Episode Duration |: 00:37:50

When you retire and when you actually stop working may be two different things. How can you get a raise when you’re working for a startup in retirement? Should you do Roth conversions before or after you quit working? Plus, find out what Joe and Big Al think about a 529 and series I bond gifting strategy, and using whole life insurance to transfer wealth to the kids. Show notes, free financial resources, the YMYW podcast survey, and Ask Joe & Big Al On Air: https://bizlink.to/ymyw-390

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