<description>&lt;p class="p1"&gt;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?&lt;span class= "Apple-converted-space"&gt; &lt;/span&gt;&lt;/p&gt; &lt;p class="p1"&gt;&lt;strong&gt;Timestamps:&lt;/strong&gt;&lt;/p&gt; &lt;ul class="ul1"&gt; &lt;li class="li1"&gt;00:00 - Intro&lt;/li&gt; &lt;li class="li1"&gt;00:46 - Mutual Funds vs. ETFs in a Tax-Advantaged Account? (Midwestfabs, St Paul, MN)&lt;/li&gt; &lt;li class="li1"&gt;08:06 - SECURE Act 2.0 529 Plan Strategy (Chris, Atlanta)&lt;/li&gt; &lt;li class="li1"&gt;14:51 - Will Municipal Bond Income Bump Me Into a Higher Tax Bracket? (Bobby, Philadelphia)&lt;/li&gt; &lt;li class="li1"&gt;26:31 - Can I Avoid Capital Gains By Investing Less Aggressively Over Time? (Joe, Aston, PA)&lt;/li&gt; &lt;li class="li1"&gt;33:12 - Pros and Cons of Selling a Rental House Right Now (Joe, Chula Vista)&lt;/li&gt; &lt;li class="li1"&gt;34:48 - An Easy Breezy Self-Employed Retirement Account Better than the SEP IRA? (Steve, Las Vegas)&lt;/li&gt; &lt;li class="li1"&gt;39:58 - The Derails&lt;/li&gt; &lt;/ul&gt; &lt;p class="p1"&gt;&lt;strong&gt;Access this week's free financial resources in the podcast show notes at &lt;a href="https://bit.ly/ymyw-420" target="_blank" rel= "noopener"&gt;https://bit.ly/ymyw-420&lt;/a&gt;&lt;/strong&gt;&lt;/p&gt; &lt;ul class="ul1"&gt; &lt;li class="li1"&gt;The SECURE 2.0 Circus: brand new YMYW TV and companion guide&lt;/li&gt; &lt;li class="li1"&gt;Blog post: Self-Employed Tax Filing &amp; Small Business Retirement Plans&lt;/li&gt; &lt;li class="li1"&gt;The Ultimate Guide to IRAs&lt;/li&gt; &lt;li class="li1"&gt;Episode Transcript&lt;/li&gt; &lt;li class="li1"&gt;Ask Joe &amp; Big Al On Air&lt;/li&gt; &lt;li class="li1" style="font-style: italic;"&gt;&lt;em&gt;(plus, cute dog photo alert! We’ve got Midwestfabs’ dog, “Jake-from-State-Farm”!)&lt;/em&gt;&lt;/li&gt; &lt;/ul&gt;</description>

Your Money, Your Wealth

Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

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”!)