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May 5, 2023

Viernes Preguntas

Just another Q&A Friday, Cinco de Mayo. Today Don tackles: Should the funds be inside both a regular and Roth IRA? Should siblings' contributions to mother's care be tracked, and what might happen if they help mom? Does the rate on I-Bonds remain the same for their entire term? Is it okay to go ahead and fund a backdoor IRA early in the year? Do the ERISA protections make keeping an old employer's 401k? From which accounts should college money be withdrawn first? Learn more about ...

Show Notes

Just another Q&A Friday, Cinco de Mayo. Today Don tackles:

Should the funds be inside both a regular and Roth IRA?

Should siblings' contributions to mother's care be tracked, and what might happen if they help mom?

Does the rate on I-Bonds remain the same for their entire term?

Is it okay to go ahead and fund a backdoor IRA early in the year?

Do the ERISA protections make keeping an old employer's 401k?

From which accounts should college money be withdrawn first?

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