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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