Episode 29: Questions From Our Client Meetings

Jul 22, 2021

Tom answers questions his clients have recently asked either in the conference room, over the phone or by email. If hearing the same questions often, there must be others who need to know the right answers.

Here are just a handful of the things that we'll discuss:

  1. Can I take RMD money and put it into a ROTH IRA?
  2. I just sold my home, can I put these proceeds into a ROTH IRA?
  3. I’m still working at age 73 and all my retirement savings are in my active 401k. Can I roll that money over into an IRA?



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