
Roth 401(k), Conversions, RMDs, and Cap Gains - 342
About this episode
How to calculate Roth conversions to reduce taxes at required minimum distribution age? What are the rules for RMDs from Roth 401(k)? How does the 5 year Roth clock factor into a decision to leave money in an old Roth 401(k) or roll it to a new Roth IRA? Do reinvested dividends count as Roth contributions? Do capital gains count towards the capital gains income bracket? IRA contributions for minors and the unemployed, and how would you spend lottery winnings? Podcast show notes: https://bit.ly/ymyw-342
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