educationAug 12, 202340:48pending
Mistakes With IRA Conversions/The One Word That Means Everything (August 12, 2023)
About this episode
Financial planner Gary Anderson discusses common mistakes made when converting IRAs from regular to Roth and the difference between accumulation and distribution. Elder law and estate planning attorney Kevin Tharpe outlines the one word that means everything when it comes to estate planning and elder law.
Get every episode summarized
Each time Truth in Planning 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 Truth in Planning
Your Financial Fortress/Importance of Title (May 2, 2026)
Truth in Planning
May 2, 202640:50pending
Avoiding Probate/Ensuring Tax-Free Retirement Income (April 25, 2026)
Truth in Planning
Apr 25, 202641:00failed
Avoiding Disappointment with your Retirement Paycheck/Basics of Estate Planning...
Truth in Planning
Apr 18, 202640:50failed
What Can You Do, and What DID You Do?/What's Going On With Your Retirement (Apri...
Truth in Planning
Apr 11, 202640:50failed