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Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278

Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278

FromYour Money, Your Wealth


Can You Do a Coronavirus-Related Distribution to Roth Conversion? - 278

FromYour Money, Your Wealth

ratings:
Length:
48 minutes
Released:
Jun 16, 2020
Format:
Podcast episode

Description

Is it possible to do a Roth IRA conversion with a Coronavirus-Related Distribution from your retirement accounts? Joe and Big Al will explain whether you can, and if you should. Plus, more stimulus payment questions, charitable giving strategies from your required minimum distribution, selling stock for tax-free capital gains and an analysis of exchange traded funds vs. mutual funds. Send in money questions and access the transcript and free resources in the podcast show notes: https://bit.ly/YMYW-278
Released:
Jun 16, 2020
Format:
Podcast episode

Titles in the series (100)

“Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about 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, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com