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

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Traditional IRA

103. Traditional vs. a Roth IRA, what will happen to my pets, and healthcare managers.

June 15, 2024

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

  1. Should I convert my traditional IRA retirement savings to a Roth IRA?
  2. What do I do with my pets after I pass?
  3. Is it smart to hire a healthcare manager now?

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.

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