Radio Show #144: Roth Conversions, Charitable Giving

Now that the holiday season is in full swing, charities are making their final year-end pitches to raise money. Charity Navigator, a non-profit organization that helps donors give intelligently, predicts that individual donors will give at least $100 billion to charities this holiday season. While the sentiment of giving is wonderful, it is important to be careful about how you give.

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We fielded some interesting portfolio questions this week. Chris from CT is co-managing (with his brother) his mother's $5 million portfolio and wants to be smart about choosing an advisor to help him out.

Mike wanted to know whether converting his $600K IRA makes sense and Maryanne wanted to know whether it makes sense to pay down her mortgage with her savings. Are municipal bonds safe? That's the question on Greg's mind, while Gary is trying to figure out a safe withdrawal rate and Betty wants to know how to invest $100K.

Brian and Aaron both had debt consolidation issues, while Dan wants to know whether or not to roll over an old retirement plan.

Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:

  • Call 855-411-JILL and we'll schedule time to get you on the show LIVE 
Radio ShowMark Talercioasset allocation, Charitable Giving, investing, NAPFA, Rollover, Social Security, Student loans, VUL