8min chapter

The Personal Finance Podcast cover image

How Do I Set-Up My Finances As A New Couple?! - Money Q&A

The Personal Finance Podcast

CHAPTER

Navigating Roth IRA Transfers and LLC Setup

Learn about transferring a Roth IRA to a new provider with a focus on low-cost index funds, as well as setting up an LLC for rental properties and small businesses for personal liability protection. Explore the process of direct transfers, opening an LLC, choosing a business name, obtaining licenses, and the importance of legal consultation and annual maintenance.

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