About this episode
(1/20/23) The basics of Estate Planning: How to begin? The confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths. SEG-1: Estate Plan Basics SEG-2: The Laughable Price Index (LPI) Digesting the Secure Act 2-0 Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full shows from which these excerpts were taken: "What's Parked in Your Financial Garage?" https://www.youtube.com/watch?v=N58UFyUmhjI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=4&t=2875s "How Secure is Your Retirement?" https://www.youtube.com/watch?v=Hh58lKnK560&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=9&t=3025s -------- The latest installment of our new feature, Before the Bell | "What Today's CPI Print Means," is here: https://www.youtube.com/watch?v=NwSJhlnAXzc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #EstatePlanning #InvestorRegrets #JanuaryFakeout #PrinceHarry #JanetYellen #JeffBeck #LisaMariePresley #ArethaFranklin #Markets #Money #Investing