37 min listen
How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380
How to Ditch a Bad SIMPLE IRA? What's a Prohibited Transaction? - 380
ratings:
Length:
30 minutes
Released:
May 31, 2022
Format:
Podcast episode
Description
Is there a way to get out of a bad SIMPLE IRA and stash cash in a tax-free Roth account? Can an owner of a company, that’s being sold to another company, load up a Roth account with company shares before the sale, and have a big chunk of cash happily growing tax-free? (What exactly are disqualified persons and prohibited transactions?) When designating beneficiaries of an annuity in a community property state like California, does state law or the annuity owner determine the beneficiary? Show notes, free financial resources, Ask Joe & Al On Air: https://bizlink.to/ymyw-380
Released:
May 31, 2022
Format:
Podcast episode
Titles in the series (100)
How the Financial Planning Landscape Made Way for Pure Financial Advisors - 5: Aired: 2/27/2016 10 AM:: Joe and Big Al discuss today's financial planning landscape and why they chose to start Pure Financial. Big Al breaks down a few of the presidential candidates' tax plans. Plus, why women are better savers and investors than men. by Your Money, Your Wealth