Retire Secure!
Episode 75 - Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:47:05
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Sinopsis
TOPICS COVERED: Introduction of Guest - PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx; Order to Use Your Three Pots of Money; The Three Most Common Strategic Asset Allocations; Long-Term Money Asset Allocation; Caller Q&A: Should a Roth IRA Conversion Be Done in the Beginning or End of the Year?; The 60/40 Portfolio Asset Allocation; The Short-Term Bucket Asset Allocation
