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March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility
This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility.
Email us at [email protected] to be featured on an upcoming show!
Find this episode on YouTube
We're also on Instagram
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
View all episodes
By Ross Anderson, CFP® and Daniel Messeca, CFP®
5
5656 ratings
This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility.
Email us at [email protected] to be featured on an upcoming show!
Find this episode on YouTube
We're also on Instagram
Send us a text
Send your questions for upcoming show to [email protected]
@checkyourbalances on Instagram
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