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

The Best Free Audio Library in the United States for IRA and retirement plan owners.  After listening to some of these shows, you will get a lot of ideas that will cut your taxes and save you money.  All of these guests have written important financial books. Enjoy CPA/Attorney James Lange interview the top financial, IRA, estate planning and investing experts in the country.   Jim reads the books and develops intelligent questions and those questions make up the basis for the shows.  Guests include John Bogle (founder of Vanguard) EdSlott, Jane Bryant Quinn, Roger Ibbotson, Natalie Choate and many...