If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a brokerage account to pay the tax bill?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
  
 Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Should I Do a Roth Conversion?

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Self-Improvement

There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
  
 Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Estate Planning Conversations Part Two

Estate Planning Conversations Part One

I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
  
 Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Are the Managerial Fees Worth It?

This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
  
 Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Planning for Retirement

We're both already retired but looking for some advice as we prepare to navigate the next few years.
Have a money question? Email us here
Subscribe to Jill on Money LIVE
YouTube: @jillonmoney
Instagram: @jillonmoney
Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy
  
 Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Should I Do a Roth Conversion?

Download our free app to listen on your phone