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Your Money, Your Wealth
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsNews, Investing, Business
Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial AdvisorsNews, Investing, Business

Episode Summary

If a fortunate equity event or liquidity event should cause your income to skyrocket, what will that do to your taxes? Joe and Big Al spitball tax strategies to help you manage this good problem to have. Plus, Backdoor Roth, contributions, conversions, and income limits explained, converting twelve and a half million bucks to Roth, and what happens to retirement accounts when you pass - will there be a tax bill due? Kicking it off with the 7-twelve portfolio - what is it? Show notes, free financial resources, Ask Joe & Big Al On Air: https://bit.ly/ymyw-394
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