Estate Planning, Social Security, and TSP to Roth Conversions - 351
About this episode
Is there a step up in basis on (and advantage to) a joint tenants with rights of survivorship brokerage account? Is a charitable remainder trust a good way to liquidate property? Is there a point to Roth conversions when leaving your estate to charity? Should you name your trust as beneficiary on retirement accounts? When to draw from Social Security, pension, and annuity in retirement? Plus, Roth conversions from a thrift savings plan. Show notes, resources, Ask Joe & Al On Air: https://bit.ly/ymyw-351
Get every episode summarized
Each time Your Money, Your Wealth publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Your Money, Your Wealth
Can You Retire with $1M at 42? The Early Retirement Lie - 598
Your Money, Your Wealth
We Have $12 Million. Should We Do Roth Conversions? - 597
Your Money, Your Wealth
4 Retirement Questions That Expose Real Money Risks - 596
Your Money, Your Wealth
When to Claim Social Security and Why Full Roth Conversion Might be a Mistake -...
Your Money, Your Wealth