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Estate Tax Exemption, 401(k)s, Roth IRAs, and Backdoor Roth IRAs: Q&A #2039
Jim and Chris discuss some questions on the lifetime estate tax exemption, locating old 401(k)s, Roth IRA conversion limits, and backdoor Roth contributions.
(8:38) Georgette asks a question about the lifetime estate tax exemption.
(21:55) George wonders what the best way to locate an old 401(k) is.
(38:50) A Pennsylvanian asks about the limits of Roth IRA conversions that can be made each year.
(43:21) A Californian would like to discuss "Backdoor Roth" contribution strategies.
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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