Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Inflation Investing, Asset Location, and Real Estate Retirement Spitball - 403

Your Money, Your Wealth

Following the Fed’s fourth consecutive interest rate hike last week, should you be changing your investing strategy to time this inflationary market, moving from bonds to 3-year annuity CDs? Plus, Joe and Big Al spitball on asset location and Roth conversions for the in-laws, and a net unrealized appreciation (NUA) strategy for company stock in a 401(k). They also discuss whether extra home mortgage payments are part of an investment portfolio, and what real estate expenses are tax deductible. Show notes, free financial resources, transcript, Ask Joe & Big Al On Air: https://bit.ly/ymyw-403

Activity

Switch to the Fountain App