Charitable Giving and Roth Conversion Retirement Tax Strategies - 317

Your Money, Your Wealth

Realestate, Income, Investing, Personalfinance, 401k, Rothconversion, Retirement, Education, Taxes, Socialsecurity, Personalfinances, Finance, Retirementplanning, Investments, Stocks, Business, Roth, Fiduciary, Ira

2.3 • 681 Ratings

🗓️ 16 March 2021

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

How to make the most of a retirement strategy that involves a thrift savings plan, Roth IRA conversions, and charitable giving from a donor-advised fund or a QCD. Also, how to calculate multi-year Roth conversions, and do you lose compound interest when doing Roth conversions? Plus, thoughts on closed-end funds, a variable annuity rescue plan, and Social Security benefits when working vs. not working. Access the transcript and financial resources, ask your money questions: https://bit.ly/YMYW-317

Transcript

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0:00.0	Today on Your Money, Your Wealth podcast number 317, Joan Big Al Spickball for Michael in South Dakota,
0:06.4	who wants to make the most of his TSP, donor advised fund, and Roth conversion retirement strategy.
0:12.2	David in the 6567 wants to know about calculating multi-year Roth conversions,
0:17.6	and Paul has a very good question, too.
0:19.8	Do you lose compound interest when doing
0:22.3	Roth conversions? The fellas also offer their thoughts on closed-end funds and a variable
0:27.4	annuity rescue plan for another Paul and for Kevin, respectively. And Dan wants to know about
0:33.0	social security benefits when you're working versus not working. I'm producer Andy Last, and here are the hosts of Your Money, Your Wealth, Joe Anderson,
0:41.7	CFP, and Big Al Clopine CPA.
0:45.2	Michael from Sioux Falls, South Dakota, right?
0:48.5	Sufall, South Dakota.
0:50.4	Wow.
0:50.9	How do you find this?
0:53.1	What, do you think they don't have internet there?
0:57.2	That's not what I was saying.
0:59.5	That's rude, Andy.
1:02.3	That's so false.
1:05.1	I like South Dakota.
1:06.3	A wall drug.
1:07.6	The wall drug?
1:08.3	Yeah.
1:08.6	That's what you know about South Dakota.
	...

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