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Convert an RMD Into a Roth IRA

 
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Manage episode 418688557 series 2294583
Content provided by Dan Wendol. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Wendol or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Can you take a Required Minimum Distribution, pay the taxes, and convert that amount into an IRA? Does the 5-Year Rule apply to Roth conversions and does a new 5-year period start each time you make a conversion? In this show we answer both of these very common (and misunderstood) questions.
  continue reading

315 episodes

Artwork
iconShare
 
Manage episode 418688557 series 2294583
Content provided by Dan Wendol. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dan Wendol or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Can you take a Required Minimum Distribution, pay the taxes, and convert that amount into an IRA? Does the 5-Year Rule apply to Roth conversions and does a new 5-year period start each time you make a conversion? In this show we answer both of these very common (and misunderstood) questions.
  continue reading

315 episodes

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