Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86
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Managing Retirement Accounts, Cash Strategies, and Roth Conversions | Accessible Finance for Retirement Ep. 86
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About this listen
In Episode 86 of Accessible Finance for Retirement, hosts Eric and Rachael Johns address several pressing questions from their listeners.
Topics include the benefits of opening a Roth IRA in a spouse's name, strategies for placing cash in high-yield money market accounts, understanding the differences between active and passive investment management fees, and guidance on handling tax implications for Roth conversions.
The hosts provide detailed and practical advice on retirement planning, emphasizing the importance of aligning investment philosophies with financial advisors and understanding the nuances of tax planning. Tune in for insightful discussions and valuable tips for managing your retirement finances effectively.
00:00 Introduction and Episode Overview
00:25 Question 1: Roth IRA for Spouse
01:55 Question 2: Best Place for Cash
03:45 Question 3: Active vs Passive Management
12:11 Question 4: Roth Conversion Tax Implications
18:05 Conclusion and Call for Questions