Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

Roth IRA Follow Up And Inheriting Something I Don’t Want

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We received quite a few responses from listeners after the last episode, so we'll be following up on last weeks's topic by discussing Roth IRA conversions. We'll also talk about what to do if you inherit a piece of property that you don't want, and we'll learn about Stretch IRAs.

Roth IRA Contribution Limits And Other Questions

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This week, we'll delve into some listener questions about retirement accounts. Matt will clear up the difference between the tax characterization of different types of accounts, as well as whether they should be invested differently. He'll also discuss what happens if you overfund a Roth IRA, how your Social Security is taxed, and more.


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