Retirement Savings: When to Take Your Foot Off the Gas
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You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana today on Your Money, Your Wealth® podcast 528. Plus, how can Scott in Illinois bridge the gap from age 55 to retirement income at 57? How should Big Juan in Texas pay for college? Should he convert his TSP to Roth? Can he retire at 55 And finally, Frank and Jane Drebin in Wisconsin are 46 and 47 and wondering if their plan for retirement in 5 years is just a pipe dream.
Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.
00:00 – Intro: This Week on the YMYW Podcast
01:13 – Can I Take My Foot Off the Gas on Saving for Retirement? (Ron and Veronica, IN)
09:48 – Watch What Happens to Your 401(k) & IRA at Retirement? On YMYW TV and Download The Retirement Readiness Guide
10:43 – How to Bridge the Gap from Age 55 to Retirement Income at 57? (Scott, IL)
20:04 – How to Fund College? TSP to Roth Conversions? Retirement at 55? (Big Juan, TX)
24:45 – Calculate Your Free Financial Blueprint
25:45 – We’re 46 and 47, Is Our Retirement Plan a Pipe Dream? (Frank and Jane Drebin, WI)
32:26 – Next Week on the YMYW Podcast
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CFP® – The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
AIF® – Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.
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