How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP and Big Al Clopine, CPA spitball on the "age plus 20" rule for retirement savings, Roth 401(k) contributions and

Today on Your Money, Your Wealth podcast 495, Joe Anderson, CFP and Big Al Clopine CPA spitball on three different listeners strategies for paying the tax on a Roth conversion now, to have lifetime

TJ in Louisiana has been sitting on the sidelines, but now its time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a stock at

Can "Alanis" retire early at age 60? With "Barney and Bettys" spending patterns, can they retire ASAP? "Daisy and Donald" need retirement income for 40 years. Can they retire now? Thats today on You

What is an exchange fund and is it a good thing if you have a lot of capital gains like Bryan in New York? That's today on Your Money, Your Wealth podcast 492 with Joe Anderson, CFP and Big Al Clopi

What do Joe Anderson, CFP and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poorly?

Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth podcast number 490, Joe Anderson, CFP and Big Al Clopine, CPA spitball for them and explain how to calculate how m

The single biggest retirement planning mistake to avoid, the problem with tax professionals, and answers to some of the most frequently asked retirement questions we get on YMYW: should you name a tru

Is timing the market when you withdraw money from your retirement accounts or do Roth conversions an effective strategy to minimize tax and maximize returns for YMYW listener Robert? Thats today on Y

Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks $10 million worth of farm land? Is Terry on track for retirement? Thats today on