Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

Your Money, Your Wealth

EpisodeAug 13, 201946m

Tax Postcard, Stretch IRAs & Life Insurance for Education - 234

Your Money, Your Wealth

EpisodeAug 13, 201946m

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

Top comments

Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, expenses and withdrawals, and more money and w...

yourmoneyyourwealth.com

Switch to the Fountain App

Open in Fountain