Tax Savings for Beneficiaries, Roth Qualifications, and Inherited IRA RMDs – Q&A #1927

July 20, 2019

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.

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Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.