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Convert an RMD Into a Roth IRA
Dolphin Financial Radio
English - May 17, 2024 05:00 - 27 MB - ★★★★★ - 5 ratingsInvesting Business social security roth ira 401k medicare medicaid long term care Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Your Advisor is Wrong About Social Security
Next Episode: Lock in a CD Rate Now?
Can you take a Required Minimum Distribution, pay the taxes, and convert that amount into an IRA? Does the 5-Year Rule apply to Roth conversions and does a new 5-year period start each time you make a conversion? In this show we answer both of these very common (and misunderstood) questions.