34 min listen
Estate Planning, Social Security, and TSP to Roth Conversions - 351
Estate Planning, Social Security, and TSP to Roth Conversions - 351
ratings:
Length:
47 minutes
Released:
Nov 9, 2021
Format:
Podcast episode
Description
Is there a step up in basis on (and advantage to) a joint tenants with rights of survivorship brokerage account? Is a charitable remainder trust a good way to liquidate property? Is there a point to Roth conversions when leaving your estate to charity? Should you name your trust as beneficiary on retirement accounts? When to draw from Social Security, pension, and annuity in retirement? Plus, Roth conversions from a thrift savings plan. Show notes, resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-351
Released:
Nov 9, 2021
Format:
Podcast episode
Titles in the series (100)
Retirement Account Myths, Misconceptions and Mistakes Part 2 - 8: Aired: 3/5/2016 11 AM:: The retirement account show continues with strategies for self-employed individuals, horror stories of working with non-fiduciary advisors, and the top IRS scams you absolutely must know about. by Your Money, Your Wealth