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The IRS has issued a notice about the plan for RMDs for inherited IRAs. Have a question you want to be answered on the show? Call or text 574-222-2000 or leave a comment! Want to speak with a Certified Financial Planner™? Visit or call 574-247-5898. Find more information about the Wise...
My favorite strategy for making your 401(k) and IRA contributions go as far as humanly possible is live on the podcast this week. 😎 🎙 Subscribe to The Money with Katie Show wherever you get your podcasts. Sponsored by Vin Social. 🎬 Subscribe to Money with Katie on YouTube...
HOW TO DO A BACKDOOR ROTH IN FIDELITY (4 EASY STEPS) | In this video, I’m going to share the 4 steps to do a backdoor Roth IRA in Fidelity. I’m also going to teach you how to avoid 2 major mistakes that people do often do, to make sure you don’t get in trouble with the IRS. Master the process and...
Are you ready to take control of your retirement savings? In this deep dive video, we explore the dynamic duo of retirement investment options: the Self-Directed IRA and the Solo 401(k). 💰 Join us as we compare and contrast these two powerful strategies, uncovering their unique features,...
In this video we breakdown some of the things you should and shouldn't do with your Inherited IRA. 00:00 - Intro 01:12 - Ed Slott Plug 01:42 - Don't Contribute 02:40 - Don't Roth Convert 03:09 - Can Move Custodians 03:30 - Don't Indirectly Rollover/Transfer Custodians 04:20 - Don't use Illiquid...
