EPISODE · Jul 21, 2022 · 39 MIN
#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
from Retirement Planning Education, with Andy Panko · host Andy Panko
Listener Q&A where Andy answers questions about:Spousal Roth IRAs401(k) to Roth IRA conversionsSplitting up IRAs to have different beneficiaries for eachInvesting money earmarked for potential future long term care expensesHow I named my company, Tenon FinancialIRS website link about direct vs indirect rollovers - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights
What this episode covers
Listener Q&A where Andy answers questions about: Spousal Roth IRAs401(k) to Roth IRA conversionsSplitting up IRAs to have different beneficiaries for eachInvesting money earmarked for potential future long term care expensesHow I named my company, Tenon Financial IRS website link about direct vs indirect rollovers - hereFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)New...
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#032 - Q&A edition...spousal Roth IRAs, 401(k) to Roth IRA conversions, self-funding LTC and more!
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