The Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) is produced by Casey Peterson, LTD. We talk about tax, finance, accounting, audit, data analytics, and a bunch of other hip and cool topics!
All content for Generally Accepted Accounting Podcast is the property of CPAdvisors and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) is produced by Casey Peterson, LTD. We talk about tax, finance, accounting, audit, data analytics, and a bunch of other hip and cool topics!
Episode 35: Roth IRA conversions and financial therapy
Any time the markets get a little extra wonky, questions come up about Roth IRA conversions. So, we sat down with Emily Millsap — a Certified Financial Planner® and Certified Exit Planning Advisor™ with our friends at Avantax — to talk through the details. Emily covered who should and shouldn’t consider converting their traditional IRA, what to know about taxes, and how to avoid common mistakes. And just when we thought we were only discussing IRAs, things got real. Suddenly, we were talking about feelings behind money decisions and financial therapy, which is another super cool thing Emily is certified in. So, come for the technical knowledge about IRAs, and stay for how you feel about the dollars in that IRA. Listen in to learn more!
What is the Medicare income-related monthly adjustment amount?
Our wealth management services with Avantax
Other Avantax podcasts
GAAP Episode 025 – Meet Laura Gillen from Avantax
GAAP Episode 007 – Actively Managed Portfolios
AAP Episode 006 – What Exactly is a Fiduciary?
Generally Accepted Accounting Podcast
The Generally Accepted Accounting Podcast (GAAP, for all you accounting nerds) is produced by Casey Peterson, LTD. We talk about tax, finance, accounting, audit, data analytics, and a bunch of other hip and cool topics!
