RETIREMENT MADE EASY

Listener Questions: Rapidfire Edition, Ep #144


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Can you convert a beneficiary IRA to a Roth IRA? Can you roll a 401k into a 403B? What about alternative investments—are they worth the risk? The questions have been rolling in, so in this episode of the Retirement Made Easy podcast, I’m tackling some of the most asked questions I’ve received. Don’t miss it! 

You will want to hear this episode if you are interested in...
  • [4:19] Question #1: Can you convert an inherited IRA to a Roth IRA?
  • [7:44] Question #2: Can you roll a 401k into a 403B?
  • [12:45] Question #3: Are alternative investments risky?
  • [15:49] Question #4: When do survivor benefits begin?
  • [18:51] Question #5: Can a non-working spouse contribute to a Roth IRA?
  • [20:38] Question #6: How does the gift tax exclusion work?
Resources & People Mentioned
  • 3 Steps to Retirement Planning
  • Atomic Habits by James Clear
Connect With Gregg Gonzalez
  • Email at: [email protected] 
  • Podcast: https://RetirementMadeEasyPodcast.com
  • Website: https://StLouisFinancialAdvisor.com
  • Follow Gregg on LinkedIn
  • Follow Gregg on Facebook
  • Follow Gregg on YouTube

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RETIREMENT MADE EASYBy Gregg Gonzalez

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