Episode Details
Back to Episodes#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
Published 3 years, 10 months ago
Description
Listener Q&A where Andy answers questions about:
- Spousal Roth IRAs
- 401(k) to Roth IRA conversions
- Splitting up IRAs to have different beneficiaries for each
- Investing money earmarked for potential future long term care expenses
- How I named my company, Tenon Financial
- IRS website link about direct vs indirect rollovers - here
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Newsletter - Retirement Planning Insights