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Retirement Planning Education, with Andy Panko
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#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
Jul 21, 2022
39:21
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Listener Q&A where Andy answers questions about:
Spousal Roth IRAs
401(k) to Roth IRA conversions
Splitting up IRAs to have different beneficiaries for each
Investing money earmarked for potential future long term care expenses
How I named my company, Tenon Financial
IRS website link about direct vs indirect rollovers -
here
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Retirement Planning Education (formerly Taxes in Retirement)
YouTube channel -
Retirement Planning Education (formerly Retirement Planning Demystified)
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Retirement Planning Insights