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M Is For Money (with Rob Phelan) and E Is For Ed Slott’s Roth IRA Tips

Tuesday, July 20, 2021

F is for Fun. And we have a ton of fun today talking to Rob Phelan about his new children’s book M is for Money. He was inspired by reading with his own son and realizing there weren’t any books on the market that teach basic personal finance to kids. Even if you don’t have kids yourself, this book might be a great gift for a kid in your family. We also dive into financial literacy in general and why so few programs are successful. If you have any interest in improving the money habits of the people around you, we’ve got you covered.

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Little-Known Tactic Lets Retirement Savings Grow Tax-Free

Thursday, July 15, 2021

CPA and IRA expert Ed Slott joins host J.R. Whalen to explain the "Mega Backdoor Roth IRA Conversion," a little-known technique allowing people to make annual tax-free retirement account contributions above government-imposed limits. The tactic gained attention after PayPal founder Peter Thiel amassed $5 billion in his Roth IRA account.

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Saving for Retirement? Now You Can Bet on Bitcoin

Thursday, June 24, 2021

Cryptocurrencies, among the world’s most volatile assets, are searching for mainstream acceptance in the investment world. Their next target: your retirement portfolio.

Financial services companies are rolling out new products and services that allow more everyday investors to add bitcoin and other virtual currencies to their nest eggs as a way of reaching for higher returns. Some are marketed under names such as “CryptoIRA” and “BitcoinIRA.”

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An In-Plan Roth Conversion Can Help Manage Taxes on Your Nest Egg

Tuesday, June 22, 2021

Does your employer offer both a traditional and Roth 401(k) and does your employer allow you the opportunity to do what’s called an in-plan Roth conversion? That’s a tactic whereby you would convert some or all the money in your traditional 401(k) into your Roth 401(k). If so, it’s important to know the do’s and don’ts?

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Special-Needs Trusts: How They Work and What Has Changed

Wednesday, June 2, 2021

Can you explain how a special-needs trust works? We have an adult child on disability and have been told we can set up a special-needs trust for her. We have an individual retirement account that we could assign to the trust, but we aren’t sure what the tax requirements are or if there has to be a required minimum distribution.

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