Today on Your Money, Your Wealth® podcast #310, Joe Anderson, CFP® and Big Al Clopine, CPA are drilling down into the specifics of retirement distribution strategies: dollar cost averaging, pro-rata withdrawals, and buckets vs. the total return approach. Plus, a retirement withdrawal strategy with a side of pension and Social Security, another mortgage payoff question, the small business solo 401(k) trap, an LLC for a kayak side-hustle, and FIPhysician.com says nice things about YMYW.

00:00 – Intro
00:48 – Dollar-Cost Averaging, Pro-Rata, Buckets & Total Return: Retirement Withdrawal Specifics (Kristin, MA)
14:48 – What Can You Tell About Index Investments? (Richard)
15:46 – Retirement Withdrawal, Pension, and Social Security Strategy (Jeff, San Diego)
22:40 – Not Sure My Pension is Reliable. Should I Pay Off the Mortgage in 15 Years? (Richard)
26:41 – “Solo 401(k) Trap”: Qualified Business Income Deduction and the Solo 401(k – (Smitty, the Villages)
31:46 – Should I Create an LLC for My Small Business for Tax Purposes? (Jeremy, Cookeville, TN)
36:48 – FIPhysician.com: YMYW is the Best Retirement Podcast With Humor

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

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