Elder Law & Estate Planning Attorneys
Elder Law & Estate Planning Attorneys

tag

Roth IRA

97. Funding Trust Assets, Converting Traditional IRA to Roth, and Powers of Attorney

April 27, 2024

In this week’s episode, Elder Law attorney Phillip George answers the following listener questions:

  1. How do we fund my mom’s assets in her Trust?
  2.  Help, I need to know if my dad can sign a Power of Attorney?

Additionally, we welcome back Jacob Anderson, Financial Planner with Thrivent.  Today Jacob and Phillip discuss converting a traditional IRA to a Roth IRA.

81. Geriatric Doctor and money concerns!

January 6, 2024

Does a Geriatric Doctor really make that much of a difference?  Should I be rolling my Traditional IRA into a Roth?  How do I find out where my dad is hiding money?

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