“How Can a 13-Year-Old Get His Start as a Financial Advisor?” “How Can an Early Retiree Calculate If He Has Enough Money?”
Listener question: “Looking at getting into real estate investing and slowing down retirement savings. Curious to hear your take on my overall situation.”
My guest is Leslie Pappas, an expert at using 1031 Exchanges and Delaware Statutory Trusts in a very specialized segment of the real estate industry.
Have you ever wanted to invest through an IRA or 401(k) for the purpose of early retirement but felt stymied by the thought of paying a 10% penalty tax?
Will you pay less taxes when investing in a Traditional IRA or a Roth IRA? Do you know? Are you sure? If you’re not sure, the answer may surprise you.
Today we cover how to practice stealth wealth, locate assets in a tax efficient manner, how my wife and I handle day-to-day money, and more.
I think it’s a real mistake to focus first on retiring comfortably if we haven’t first made a plan for working comfortably.