35 min listen
Tax Postcard, Stretch IRAs & Life Insurance for Education - 234
Tax Postcard, Stretch IRAs & Life Insurance for Education - 234
ratings:
Length:
46 minutes
Released:
Aug 13, 2019
Format:
Podcast episode
Description
ENTER TO WIN A $100 AMAZON GIFT CARD! US residents, fill out our podcast survey by August 18: https://www.surveymonkey.com/r/2019ymyw The revamped 2019 tax "postcard," how the SECURE Act could be a tax problem for those with IRA trusts, and is indexed universal life insurance a good investment for education costs? Should you roll your 401(k) to an IRA? How much can you convert from 401(k) to Roth after age 70 and a half? Will you go to jail for filing your taxes before receiving form 5498? Transcript, free financial resources, and show notes: http://bit.ly/YMYW-234
Released:
Aug 13, 2019
Format:
Podcast episode
Titles in the series (100)
Top Retirement Myths That Can Ruin Your Financial Plan - 13: Aired: 3/26/2016 10 AM:: The top myths about retirement that ruin most retirees plans. Why Baby Boomers won't be able to have a retirement like their parents. by Your Money, Your Wealth