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B and S in Maryland are in their mid-40s with $425,000 and a couple of rental properties. Can they retire early at 62? Vee in Oregon came to the US as a refugee with nothing and built a three and three-quarter million dollar portfolio from the ground up. Is his Roth conversion plan solid? And finally, Chandler and Monica in Texas are sitting on $1.4 million and hope they can walk away from work in 3 years. Will Roth conversions keep the tax man from taking a giant bite on their way out? That’s all today on Your Money, Your Wealth® podcast 591 with Joe Anderson, CFP® and Big Al Clopine, CPA.
Free Financial Resources in This Episode:
https://bit.ly/ymyw-591 (full show notes & episode transcript)
Withdrawal Strategy Guide - free download
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The Number One Spending Mistake Ruining Retirements - YMYW TV
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Chapters:
00:00 - Intro: This Week on the YMYW Podcast
00:57 - Half a Million and Rental Properties in Our Mid-40s. Can We Retire Early? (B & S, Westminster, MD)
12:48 - Refugee to $3.75M: Is My Roth Conversion Plan Actually Solid? (Vee, OR)
25:55 - Can Friends with $1.4M and a Roth Conversion Puzzle Retire in 3 Years? (Chandler & Monica, TX)
33:05 - Outro: Next Week on YMYW Podcast
