There's been a lot of change in the world of inherited IRAs over the past few years. It pays to be proactive in how you plan on satisfying RMDs from a inherited IRA you become the owner of.
Paul and Garrett discuss how Roth Conversions works and how now is the time to begin planning any Roth Conversion decisions you may have before the end of the year.
Garrett interviews Paul about one of his biggest hobbies - cycling.
24 min
About Making Finances Easier
From the publisher's feed
Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything…
suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference.