Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)

Truth in Planning
12/08/2023 40 min
Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)

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Episode Synopsis

Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.

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