#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period
About this episode
Mark Rosinski discusses various financial topics including Treasury obligations and retirement account rules.
Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about: US Government obligation interest and what to look for on your consolidated 1099 to make sure you properly reflect the state income tax treatment on your tax return ( 9:06 )Understanding and tracking after-tax "basis" in inherited IRAs ( 20:14 )Required Minimum Distribution ("RMD") aggregation rules ( 25:03 )Potentially doubling up contributions to governmental 457 employer retir...
People in this episode
Host: Andy Panko
Guest: Mark Rosinski
Topics covered
- Treasury obligation interest
- inherited IRAs
- RMD aggregation rules
- 457 plans
- Social Security delay
Keywords
- Treasury interest
- inherited IRA basis
- RMD rules
- 457 plan contributions
- Social Security investment
Mentioned in this episode
Organizations: Dunes Financial
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