Should You Pay Off the Mortgage? First Consider Your Tax Strategy - 302
About this episode
Paying off your mortgage? First, think of your investing and tax strategy. And, if you max out retirement and health savings accounts and own real estate, how else can you save? (Hint: brokerage account.) Should self-employed small business owners contribute to a Solo 401(k) or Traditional IRA? Solo Roth 401(k), or Solo 401(k) to Roth conversion? Finally, Medicare, HSA, capital gains, and modified adjusted gross income (MAGI). Access transcript, financial resources, and send in your money questions: https://bit.ly/YMYW-302
Get every episode summarized
Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Your Money, Your Wealth
Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth
We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth
4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth
When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth