Roth Conversions, Annuities and Inherited IRAs - 291

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

🗓️ 15 September 2020

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Answering questions across the financial and retirement spectrum, with topics like when your traditional IRA is growing faster than you can convert to Roth, consolidating retirement savings, annuities, the SECURE Act and inherited IRAs, undoing SEP-IRA contributions, Roth conversions after age 72, offsetting conversion gains against tax-harvested losses, tax diversification beyond conversions, and what to do if you think you blew up your Roth IRA. Access the transcript, resources, send in money questions, and your chance at a $100 Amazon e-gift card in the show notes: https://bit.ly/YMYW-291

Transcript

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0:00.0	Today on Your Money, Your Wealth, Joe and Bigel answer questions across the financial and retirement spectrum.
0:06.6	With topics like converting your entire traditional IRA to Roth when it's growing faster than you can convert,
0:12.8	consolidating retirement savings, annuities, inherited IRAs, undoing SEP IRA contributions,
0:18.9	converting to Roth after age 72, tax loss harvesting and
0:23.0	Roth conversions, tax diversification beyond Roth conversions, and what to do if you think you blew up
0:29.0	your Roth. Click the link in the description of today's episode in your podcast app to go to the
0:33.1	show notes where you can access free financial resources, the episode transcript, and to click the
0:38.4	Ask Joe and Big Al on Air banner to send in your money questions, and maybe the fellas can answer
0:43.4	without blowing them up. I'm producer Andy Last, and here are the hosts of Your Money, Your
0:47.9	Wealth, Joe Anderson, CFP, and Big Al Clopine CPA. So let's dive in.
0:56.2	Okay, just like that.
0:56.7	Yep.
0:58.4	Why waste any time?
1:01.0	You don't really care about my weekend and I don't care about yours. No.
1:01.4	So here we go.
1:02.1	Before I've done that, been there, it's like, no, thank you.
1:05.1	It's move on.
1:06.5	Let's get to the meat.
1:08.5	All right, Frank, he writes in from San Diego.
1:12.1	Joe Nau, great program.
1:14.1	Can I amend my tax return 2019 and remove my SEP IRA contribution penalty free?
1:22.3	I filed my, why does he go, TY 2019 return?
	...

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