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Investing the Money from a Real Estate Sale - 242

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Manage episode 244068096 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You've sold your primary residence or your rental property. How should you invest real estate proceeds for retirement? When do Joe and Big Al say you shouldn't do a Roth conversion? What’s the math on federal vs state taxes when doing a Roth conversion if you move to a no income tax state? And how is your pension taxed if you move? Transcript, free resources, and show notes at http://bit.ly/YMYW-242

  continue reading

495 episodes

Artwork
iconShare
 
Manage episode 244068096 series 1375495
Content provided by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Your Money, Your Wealth, Joe Anderson, Alan Clopine, and CPA of Pure Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

You've sold your primary residence or your rental property. How should you invest real estate proceeds for retirement? When do Joe and Big Al say you shouldn't do a Roth conversion? What’s the math on federal vs state taxes when doing a Roth conversion if you move to a no income tax state? And how is your pension taxed if you move? Transcript, free resources, and show notes at http://bit.ly/YMYW-242

  continue reading

495 episodes

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