April 23, 2024
If I have an annuity which pays an RMD, can it be converted to Roth?
Certified Elder Law Attorney and Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm.
Want to join our live webinar? go to www.wisdomwebinar.com to register or give our office a call at 844-885-4200.
Want to book a 15-minute call with Chris Berry? Register at 15chris.com to book a schedule in his calendar.
Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning, and tax planning from their offices in Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi.
On this week’s webinar, attorney and advisor Chris Berry of www.castlewealthlegal.com answers the below questions.
- 2:26 Long-term care cost tool | Asset-based Long-term care option
- 4:53 I’ve heard long-term care cost is going up like double triple premiums or more, any truth to this?
- 18:50 If I have an annuity which pays an RMD, can it be converted to Roth?
- 22:30 Follow-up question: How about FIA?
- 25:09 Do you have thoughts on taxation on recent National Association of Realtors potential class action suit refunds for recent sellers that we’ve seen in the news? Are the commission refunds from the class action suit taxable if from the sale of an inherited home owned by a Living Trust?
- 28:16 There’s a new PDF book out called The Great Taking. I haven’t read it yet. Have you? Sounds like laws were changed and now I don’t own my shares but some other entity has Senior claim on these shares?
- 31:37 Do you know if it is illegal to own or keep gold?
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