How to Reduce Taxes and Get Better Investing Returns? Asset Location - 422
Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA
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Show Notes
Which investments should go in your traditional IRA vs your Roth IRA, and does that asset location depend on your age? Learn how to generate "tax alpha" to get better returns on your investments. Plus, Joe and Big Al spitball whether to roll a TIAA 403(b) to an IRA or take the annuity, and they spitball retirement and Roth conversion and Roth contribution strategies for an overseas officer with a military pension, and for Americans working abroad who qualify for the foreign earned income exclusion.
Timestamps:
- 00:51 - Best Assets to Hold in Traditional IRA and Roth IRA? (Michael, Colorado - voice)
- 7:40 - Is Investment Asset Location Dependent on Age? (Glen)
- 11:35 - TIAA 403(b): Take the Annuity or Roll to an IRA? (Brad, Northeast TN)
- 19:34 - Military Pension Spitball: Overseas Officer with Fluctuating Income & Taxes (US Grant, Alexandria, VA... usually)
- 24:29 - Foreign Earned Income Exclusion & Roth 401(k) Rules (Jeff, Singapore via North Dakota)
- 31:32 - The Derails
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-422:
- Why Asset Location Matters Guide
- Register for our free 2023 tax planning webinar, March 29, 12pm PT/3pm ET
- Schedule a free financial assessment
- Episode Transcript
- Ask Joe & Big Al On Air