About this episode
Don answers a variety of listener questions on investing topics, including Roth conversions and indexed annuities.
Don answers a diverse collection of listener questions covering Roth conversions, indexed annuities, emergency fund management, TSP contributions, inherited money, and portfolio construction. He delivers a forceful warning about indexed annuities and commission-driven insurance sales after one listener considers using an annuity bonus to offset Roth conversion taxes. Other questions explore whether short-term bond funds belong inside a Roth IRA, how much attention investors should pay to taxe...
People in this episode
Host: Don McDonald
Topics covered
- listener questions
- Roth conversions
- indexed annuities
- emergency fund management
- portfolio construction
Keywords
- Roth conversions
- indexed annuities
- emergency fund
- TSP contributions
- portfolio construction
Mentioned in this episode
Organizations: TSP, Roth, indexed annuities, commission-driven insurance sales
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