Manage episode 234017806 series 2424283
This week’s Q&A episode is jam-packed with a variety of interesting topics! Ever wonder if a primary beneficiary can choose to defer the inheritance to the IRA contingent beneficiaries? Jim and Chris start off by addressing the beneficiary ponderings of an Oregan listener.
Next, they weigh in on whether a Roth Conversion can be used to satisfy an RMD, then move to a question from a US Army retiree about converting money from a TSP to a Roth. The guys finish out the episode addressing an Indiana listener question on moving money from an IRA to a 403b, a question about MAGI calculations from Kansas, and, last but not least, a request for clarifications on the Roth IRA 5-Year Rule.
The post Q&A: IRA Contingent Beneficiaries, RMDs, TSP Conversions, IRA to 403b, and Much More appeared first on The Retirement and IRA Show.
234 episodes available. A new episode about every 3 days averaging 57 mins duration .