EPISODE · Jun 16, 2014 · 47 MIN
Episode 75 - Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
from Retire Secure! · host James Lange
TOPICS COVERED: Introduction of Guest - PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx; Order to Use Your Three Pots of Money; The Three Most Common Strategic Asset Allocations; Long-Term Money Asset Allocation; Caller Q&A: Should a Roth IRA Conversion Be Done in the Beginning or End of the Year?; The 60/40 Portfolio Asset Allocation; The Short-Term Bucket Asset Allocation
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Episode 75 - Should You Invest Differently for Your IRA, Roth IRA and After-Tax Investments? with PJ DiNuzzo, CPA, PFS®, AIF®, MBA, MSTx
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This episode was published on June 16, 2014.
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