Episode 29: Questions From Our Client Meetings - podcast episode cover

Episode 29: Questions From Our Client Meetings

Jul 22, 202118 min
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Episode description

  1. Can I take RMD money and put it into a ROTH IRA?
  2. I just sold my home, can I put these proceeds into a ROTH IRA?
  3. I'm still working at age 73 and all my retirement savings are in my active 401k. Can I roll that money over into an IRA?
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