Jake Turner
Guest co-host on this episode who joins the regular host to discuss retirement, tax, and IRA topics; participates as an informed financial professional contributing detailed answers and examples.
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Mar 14, 2026 • 1h 6min
Tax Filing, HSAs, I Bonds, RMDs, Roth Conversions: Q&A #2611
Jake Turner, a financial pro and recurring co-host, joins to tackle tax and retirement puzzles. They cover whether to amend returns after a 1099-R omission. They explain HSA limits for paying insurance premiums. They debate I Bond redemption timing and tax reporting. They explore ways to lower RMD pressure and the trade-offs of aggressive Roth conversions.
