#140 - Q&A edition...Donor Advised Funds, back door Roth IRA contributions, 10-year Treasury bonds, crypto and MORE!

Listener Q&A where Andy talks about: Can Donor Advised Funds ("DAFs") be funded with pre-tax IRA money ( 2:22 )How to do a backdoor Roth IRA contribution and avoid the pro rata rule if you have pre-tax funds in other IRAs  ( 5:46 )What are the must have important things to address and get right in retirement planning, vs what are nice to have optimization things ( 10:51 )How come most flat fee advisors don't work with clients with net worth in excess of $10 million ( 19:50 )How to invest excess money in taxable brokerage accounts ( 26:21 )Can funds or investments in taxable brokerage accounts be exchanged in-kind with others to avoid consequences ( 30:07 )Why is the 10-year Treasury bond used as a benchmark for many fixed income products, and why do bond prices change when interest rates change ( 32:49 )How to know if you're over-saving ( 38:27 )Thoughts about timing in when you take distributions vs doing Qualified Charitable Distributions ("QCDs") to satisfy Required Minimum Distributions ("RMDs") ( 41:51 )My thoughts on crypto assets ( 46:29 )To find an "advice only" advisor - www.AdviceOnlyNetwork.comTo send Andy questions to be addressed on future Q&A episodes, email [email protected] company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com