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Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927
Join Jim and Chris for another week of Q&As as they answer questions regarding qualifying to move money into a Roth, strategies to create tax savings for beneficiaries, and the rules for Inherited IRA RMDs (Required Minimum Distributions).
6:58 A retired Georgia listener wants a second opinion on whether he can move money from his 401k to a Roth IRA
22:35 A California listener wonders whether the guys' advice about using life insurance to create tax savings for IRA beneficiaries also applies to Roth IRAs.
33:26 An Arizona listener needs to whether they need to take an RMD from a recently Inherited IRA, as well as how future RMDs will be calculated.
About the Show
What do you get when you combine a TALENTED CFP® PROFESSIONAL with a well-informed COLLEGE FINANCE INSTRUCTOR and a well respected ESTATE & TAX PLANNING ATTORNEY? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Show, an informative, educational and entertaining podcast program focused on retirement topics.
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