• March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility

  • Mar 27 2024
  • Durée: 36 min
  • Podcast
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March Mailbag: Covered Calls, Trust v Beneficiary, and Roth Eligibility

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  • Résumé

  • This week we dive into the mailbag to hear what you, our listeners, are interested in learning more about. This week we try to tackle covered calls (despite them being super hard in an audio format), whether you need to actually retitle accounts into trusts, and whether your 401(k) contributions affect your Roth eligibility.

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