The LEARNING library

Let’s Talk About Roth IRAs!

On today’s show, we’re diving into all things Roth IRA. Heidi will discuss the benefits of a Roth conversion, including a benefit most of us haven’t considered, a conversion as a gift to your beneficiaries. We will compare the possible outcome for traditional IRA beneficiary versus the possible outcome for Roth IRA beneficiary, so you can determine what’s best for you and your loved ones. Heidi will also cover some intriguing questions and helpful answers regarding inherited Roth IRA RMDs. This is timely and helpful information for those who might inherit a Roth IRA someday.

We welcome Nathan Prout to the show! He will be sharing the basics about annuities and how they can fit into an IRA. You’ll find the information helpful in determining whether an annuity is right for you. And Deann will offer us many pertinent stats related to the current economy and you! So, tune in and take control!