Bonus Episode: March Mailbag

Motley Fool Answers

The Motley Fool

Taxes, Saving, Money, Investing, Planning, Retirement, Personalfinance, Finance, Education, Business

4.4 • 823 Ratings

🗓️ 10 March 2016

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Why bonds are riskier than you think. Should you use limit orders to sell stocks? Sell your house or get a roommate? Pay off the mortgage or save for a college tuition tsunami? A checklist for a June Bride on combining finances and more.

Transcript

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0:00.0	This is Motley Full Answers. It's the March Mailbag bonus episode extravaganza.
0:09.0	Yay!
0:10.0	That's right! You're getting 25% more episodes for free this month. It's so exciting.
0:17.0	Oh, it is.
0:18.0	Yes. And joining me...
0:19.0	Speaking of exciting. Speaking of exciting, we've got Sean Gates in the office in the studio today. He is a planner
0:27.3	with Motley Fool Wealth Management, a sister company of the Motley Fool. And of course, I've
0:32.3	got Robert Brokamp, personal finance expert at the Motley Fool and the advisor on Motley Fool's
0:36.3	Rulay Ret Retirement Newsletter.
0:38.5	Yes.
0:39.5	We have about seven questions we're going to try to get through here today.
0:43.0	Seven and eight.
0:44.0	Seven and eight.
0:45.0	Today we're going to answer your questions about inheriting IRAs, limit orders, whether
0:50.2	you should pay down your mortgage or save for your kids' college. We also have advice for
0:53.5	newlyweds to combine their finances. All that and more on today's bonus episode of
0:59.8	Motley Fool Answers. Our first question comes to us from Mark, and he writes,
1:05.9	What are the rules related to inheriting a non-spouse IRA, specifically with regard to a Roth IRA. My mom's
1:13.6	advisor is suggesting that not only would my sister and I not have to pay taxes, we wouldn't
1:18.2	be subject to any RMDs. Required minimum distributions. Oh, right. Okay. My research seems to
1:24.9	suggest that, yes, we would have to either take all the money out within
1:27.8	five years or over our lives per IRS guidelines and that we would have to pay taxes
	...

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