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Purefinancial
Joe Anderson, CFP® and Big Al Clopine, CPA spitball for people sitting on life-changing gains who are just one wrong move away from handing a third of it to the IRS. How should they diversify their concentrated stock positions? That’s today on Your Money, Your...
We’re playing “which comes first” in this episode: “Retired G-Man and Nurse Ratched” from Pennsylvania have saved $2 million. Should they withdraw money first from their IRA or their taxable accounts in retirement? “Mike and Carol” in Florida want to know when and how much...
