Episode 175: 5 Mistakes You Don’t Want to Make With Your IRA

No one wants to make a mistake when it comes to their hard-earned money! David talks through common mistakes people make with an IRA and how to avoid them.

 

What we discuss on this episode:

0:32 - Let’s talk about common IRA mistakes. 

2:28 - Worried about the five year rule?

5:37 - Is your 401(k) diversified before you retire?

7:56 - Are you being strategic about RMDs?

13:17 - There’s no do-over on the 60-day rollover.

18:05 - There is no 60-day rollover on inherited IRAs.

 

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