Revisiting Roth IRA Conversion Strategies - 269

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Recorded14 Apr 2020

Publisheryourmoneyyourwealth.libsyn.com ↗

Handlerec:5607296

Show notes

Roth IRA conversion pro-rata rule considerations with RMDs on an inherited IRA, tax bracket planning to account for the loss of a spouse, and the state income tax impact on Roth conversions. Plus, earnings on a reversed excess IRA contribution, how dollar-cost averaging affects capital gains tax first in, first out (FIFO) rules, zero-coupon bonds, whether to use the brokerage option in your 401(k) and more. Send in money questions, read the transcript & access free financial resources: http://bit.ly/YMYW-269

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