
Sign up to save your podcasts
Or


You asked and we listened! This week we're back with the ever-popular Question-and-Answer Show with David and Jim Inman. We have a variety of questions this round, including:
• Can I give 529 funds to my niece after my daughter graduates college?
• What's the difference between per sterpes, per capita and pro rata?
• Where do my tax dollars go?
• When can I convert my SIMPLE IRA to a Roth IRA?
• What access does a Power of Attorney (POA) give an individual?
If you have a question for us, you can submit it here - https://www.cfci.us/your-money
By 98.7 The Zone4.9
1515 ratings
You asked and we listened! This week we're back with the ever-popular Question-and-Answer Show with David and Jim Inman. We have a variety of questions this round, including:
• Can I give 529 funds to my niece after my daughter graduates college?
• What's the difference between per sterpes, per capita and pro rata?
• Where do my tax dollars go?
• When can I convert my SIMPLE IRA to a Roth IRA?
• What access does a Power of Attorney (POA) give an individual?
If you have a question for us, you can submit it here - https://www.cfci.us/your-money

3,242 Listeners

2,000 Listeners

854 Listeners

450 Listeners

816 Listeners

752 Listeners

557 Listeners

2,020 Listeners

3,081 Listeners

2,145 Listeners

934 Listeners

828 Listeners

145 Listeners

1,062 Listeners

139 Listeners