Today on Your Money, Your Wealth® podcast 334, Joe Anderson, CFP® and Big Al Clopine, CPA spitball retirement readiness for Sean in Texas and for Little Al in Chantilly, VA, who has UK retirement funds and is desperate to quit work now. Plus, how can Doug in Missouri do some tax arbitrage with pensions, Roth conversions, and Social Security? Can Mary switch to her ex-spouse’s Social Security benefit? But first, Tyler in Ohio has questions about restricted stock units (RSUs) and net unrealized appreciation (NUA). Access the transcript and free financial resources, and Ask Joe & Big Al On Air, in the podcast show notes: https://bit.ly/YMYW-334
00:00 - Intro
00:47 - Restricted Stock Units and Net Unrealized Appreciation of Company Stock (Tyler, OH)
12:19 - Spitball Analysis: Are We on Track for Retirement? (Sean, TX)
16:34 - Overseas Savings & Retirement Spitball Analysis (Al, Chantilly, VA)
27:11 - Tax Arbitrage: Pensions, Roth Conversions and Social Security (Doug, St. Charles, MO)
43:16 - Can I Switch to My Ex-Spouse's Social Security Benefits? (Mary)
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CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
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#RetirementPlanning #SocialSecurity #PersonalFinance
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