Ready to Retire? 5 Retirement Spitball Analyses - 434
Your Money, Your Wealth · Joe Anderson, CFP® & Alan Clopine, CPA
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Show Notes
Joe and Big Al spitball five different retirement plans: is Jaybird on track to retire with a decent nest egg? Should Ted and his wife use the retirement smile spending pattern and spend more early in retirement? Is it safe for Aaron to retire at age 59 and a half? How much can Karla convert to Roth for the most tax-efficient retirement withdrawal plan? LEO Jay has Roth TSP retirement strategy questions, and Lynn suggests a super-easy Roth conversion calculator - but Big Al's got an even easier idea.
Timestamps:
- 00:44 - Are We On Track to Retire With a Decent Nest Egg? (Jaybird, Penciltucky - PA)
- 08:57 - Retirement "Smile": Should We Spend More Early in Retirement? (Ted)
- 16:57 - Is it Safe to Retire at Age 59 and a Half? (Aaron, suburb of Philadelphia)
- 25:42 - Spitball My Tax-Efficient Withdrawal Plan: How Much Roth Conversion? ("Karla", New York City)
- 34:21 - Should I Max Roth TSP and Retire at 50? When Can I Withdraw from Roth TSP? (Jay, San Diego)
- 37:00 - Super Easy Roth IRA Conversion Calculator (Lynn)
- 42:51 - The Derails
Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-434
- Retirement Pop Quiz: test your retirement knowledge
- Retirement Readiness Guide
- Episode Transcript
- Ask Joe & Big Al On Air - get your own Retirement Spitball Analysis