Should You Invest in the Stock Market or Buy Real Estate? - Your Money, Your Wealth® podcast 360

Today on Your Money, Your Wealth® podcast 360 with Joe Anderson, CFP® and Big Al Clopine, CPA: you’ve saved money for a house downpayment. Should you invest it in the stock market until you’re ready to buy that property? Should a young saver take as much investing risk as possible, or buy a condo? Plus, the tax-efficiency of robo-advisor brokerage account withdrawals, backdoor Roth conversions under the Build Back Better Act, using a charitable remainder trust to avoid inherited IRA tax under the SECURE Act, and your comments. Show notes, free resources, Ask Joe & Al: https://bit.ly/ymyw-360

00:00 - Intro
00:49 - Are Brokerage Account Withdrawals from Robo-Advisors Tax Efficient? (Sharon, Waukesha, WI)
06:07 - Build Back Better Act: Can I Do an Immediate Backdoor Roth Without IRS Penalty? (Ray)
09:55 - SECURE ACT: Will My Kids Avoid Tax on an Inherited IRA With a Charitable Remainder Trust? (George, NY)
14:46 - Schedule a free financial assessment:
https://purefinancial.com/lp/free-assessment/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW
15:33 - Should We Invest Cash We’ve Saved for Down Payment on a House? (Mark, St. George, UT)
20:51 - Should I Take As Much Investing Risk As I Can at Age 33, or Buy a Condo? (Bevan, Seattle)
27:28 - Free download: Financial New Year's Resolutions
https://purefinancial.com/white-papers/financial-new-years-resolutions-tips-for-getting-your-finances-in-order/?utm_source=youtube.com&utm_medium=podcast&utm_campaign=YMYW
28:02 - COMMENT: More to Consider When it Comes to Pension Options (Nancy, CA)
29:44 - COMMENT: Thanks for the Capital Gains Compilation Episode (Priya)
32:22 - The Derails

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
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.
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.

#StockMarket #RealEstate #BuildBackBetter

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