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Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378
Episode 378

Is My BF BSing Me on RMDs? Required Minimum Distributions Explained - 378

Your Money, Your Wealth

May 17, 202242m 20s

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Show Notes

Required minimum distributions: how do they work, when do you have to take them, and do Roth IRAs have RMDs too? Plus, were the fellas being misleading when they talked about claiming Social Security early vs. late if you save and invest the benefits? Listen for their rebuttal. When you change 401(k) custodians, is it a transfer, or a whole new plan? Can you convert your entire 401(k) to Roth, and should you? Finally, If you're worried about high tax brackets in retirement, should all your contributions now go to Roth? Show notes, free financial resources, Ask Joe & Al On Air: https://bit.ly/ymyw-378