759-Friday Q&A: Scaling Biz, 401(k) Rollovers, $600k Inheritance, Leaving a Corporate Job Faster, Moving Money Offshore

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By Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC: CERTIFIED FINANCIAL PLANNER, Advisor, and Joshua Sheats. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Friday Q&A today:

  • 2:10 - Free resource for end-of-the-year planning: www.yearcompass.com

  • 3:00 - How aggressive should I be in scaling up my real estate company?

  • 22:15 - Should I rollover my 401(k) and 403(b) to an IRA

  • 35:30 - Should I put my child into kindergarten at an early age?

  • 43:44 - Should I deduct my early stage business expenses now or later?

  • 47:14 - What should I do with a $600,000 inheritance

  • 1:06:00 - Should I participate in my 457(b) plan?

  • 1:06:41 - I want to leave my $225k corporate job to be a full-time trader. How can I do it faster?

  • 1:20:45 - Should we keep our old house as a rental?

  • 1:34:38 - Should I participate in my company’s mega-backdoor-Roth?

  • 1:45:20 - Should I move my $1M brokerage account offshore?

To join me on next week's Q&A show, support the show on Patreon: https://patreon.com/RadicalPersonalFinance

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