<p class="p1">Are low-cost mutual funds or ETFs better investments in a tax-advantaged account? Also, more strategizing from that SECURE Act 2.0 529 plan provision, the pros and cons of selling a rental house now or holding it until you pass, and an easy-breezy self-employed retirement account that’s better than a SEP IRA. Plus, will municipal bond income bump you into a higher tax bracket? Can you avoid capital gains tax by investing less aggressively over time?<span class= "Apple-converted-space"> </span></p> <p class="p1"><strong>Timestamps:</strong></p> <ul class="ul1"> <li class="li1">00:00 - Intro</li> <li class="li1">00:46 - Mutual Funds vs. ETFs in a Tax-Advantaged Account? (Midwestfabs, St Paul, MN)</li> <li class="li1">08:06 - SECURE Act 2.0 529 Plan Strategy (Chris, Atlanta)</li> <li class="li1">14:51 - Will Municipal Bond Income Bump Me Into a Higher Tax Bracket? (Bobby, Philadelphia)</li> <li class="li1">26:31 - Can I Avoid Capital Gains By Investing Less Aggressively Over Time? (Joe, Aston, PA)</li> <li class="li1">33:12 - Pros and Cons of Selling a Rental House Right Now (Joe, Chula Vista)</li> <li class="li1">34:48 - An Easy Breezy Self-Employed Retirement Account Better than the SEP IRA? (Steve, Las Vegas)</li> <li class="li1">39:58 - The Derails</li> </ul> <p class="p1"><strong>Access this week's free financial resources in the podcast show notes at <a href="https://bit.ly/ymyw-420" target="_blank" rel= "noopener">https://bit.ly/ymyw-420</a></strong></p> <ul class="ul1"> <li class="li1">The SECURE 2.0 Circus: brand new YMYW TV and companion guide</li> <li class="li1">Blog post: Self-Employed Tax Filing & Small Business Retirement Plans</li> <li class="li1">The Ultimate Guide to IRAs</li> <li class="li1">Episode Transcript</li> <li class="li1">Ask Joe & Big Al On Air</li> <li class="li1" style="font-style: italic;"><em>(plus, cute dog photo alert! We’ve got Midwestfabs’ dog, “Jake-from-State-Farm”!)</em></li> </ul>

Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA

Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420

MAR 14, 202340 MIN
Your Money, Your Wealth

Mutual Funds vs. ETFs, SECURE 2.0 & Capital Gains Strategies - 420

MAR 14, 202340 MIN

Description

Are low-cost mutual funds or ETFs better investments in a tax-advantaged account? Also, more strategizing from that SECURE Act 2.0 529 plan provision, the pros and cons of selling a rental house now or holding it until you pass, and an easy-breezy self-employed retirement account that’s better than a SEP IRA. Plus, will municipal bond income bump you into a higher tax bracket? Can you avoid capital gains tax by investing less aggressively over time? 

Timestamps:

  • 00:00 - Intro
  • 00:46 - Mutual Funds vs. ETFs in a Tax-Advantaged Account? (Midwestfabs, St Paul, MN)
  • 08:06 - SECURE Act 2.0 529 Plan Strategy (Chris, Atlanta)
  • 14:51 - Will Municipal Bond Income Bump Me Into a Higher Tax Bracket? (Bobby, Philadelphia)
  • 26:31 - Can I Avoid Capital Gains By Investing Less Aggressively Over Time? (Joe, Aston, PA)
  • 33:12 - Pros and Cons of Selling a Rental House Right Now (Joe, Chula Vista)
  • 34:48 - An Easy Breezy Self-Employed Retirement Account Better than the SEP IRA? (Steve, Las Vegas)
  • 39:58 - The Derails

Access this week's free financial resources in the podcast show notes at https://bit.ly/ymyw-420

  • The SECURE 2.0 Circus: brand new YMYW TV and companion guide
  • Blog post: Self-Employed Tax Filing & Small Business Retirement Plans
  • The Ultimate Guide to IRAs
  • Episode Transcript
  • Ask Joe & Big Al On Air
  • (plus, cute dog photo alert! We’ve got Midwestfabs’ dog, “Jake-from-State-Farm”!)