Henssler Money Talks – August 26, 2023
Season 37, Episode 34

This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate, D.J. Barker, CWS®, to discuss housing news, including New Home Sales, Existing Home Sales, and Mortgage Applications. The experts team up to help a couple who tried to do a backdoor Roth IRA on their own. Jessie and D.J. cover the nuances of a backdoor Roth and some of the pitfalls investors can make when reporting it on their tax forms. The hosts round out the show addressing a listener’s question about rolling over excess 529 Plan assets to a Roth IRA.

Timestamps and Chapters

• 00:00 Market Roundup: Covering August 21 – 25, 2023
• 22:48 Case Study: Potential Pitfalls to a Backdoor Roth IRA
• 33:54 Q&A Time: Rolling over 529 Plan assets to a Roth IRA

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