IRAs, like most products subject to government rules, can garner confusion among individuals as they are presented with uncommon circumstances. Donna and Nathan discuss some of the more tricky questions that we receive about IRAs, including: whether you can put an IRA into a trust, what happens if you and your beneficiaries pass away together, can you borrow from your IRA, is a back door Roth IRA conversion always a good idea, and more. Also, the MoneyTalk hosts reflect on lessons from famous investors as presented in Michael Batnick’s book, “The Best Investors and Their Worst Investments”.

Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, EA, CFP®, CIMA®; Air Date: 6/15/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!See omny.fm/listener for privacy information.