Listener Questions: Rapidfire Edition, Ep #144
Jun 30, 2023•25 min•Ep. 144
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Episode description
Can you convert a beneficiary IRA to a Roth IRA? Can you roll a 401k into a 403B? What about alternative investments—are they worth the risk? The questions have been rolling in, so in this episode of the Retirement Made Easy podcast, I’m tackling some of the most asked questions I’ve received. Don’t miss it!
You will want to hear this episode if you are interested in...- [4:19] Question #1: Can you convert an inherited IRA to a Roth IRA?
- [7:44] Question #2: Can you roll a 401k into a 403B?
- [12:45] Question #3: Are alternative investments risky?
- [15:49] Question #4: When do survivor benefits begin?
- [18:51] Question #5: Can a non-working spouse contribute to a Roth IRA?
- [20:38] Question #6: How does the gift tax exclusion work?
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