Money, Riches & Wealth - The Podcast

Peter joins Drew on the air this week as they answer questions regarding tax forms for an IRA to Roth conversion, the pros and cons of a 10 year treasury bond, putting money away in a 529 plan, life care facilities, and more! Download and enjoy! 

Chris joins Drew this week as they talk to callers and discuss 529 accounts, loaning money to children, the cost of college, FDIC insurance, and more! Download and enjoy! 

Jackson makes his return on air with Drew this week as they talk to callers and answer questions regarding states with no income tax, online savings accounts, FDIC insurance, inheritance tax in MD, and more! Download and enjoy! 

Drew is joined by Leo this week as they talk to callers and answer questions regarding the withholding on a house sale for MD non-residents, credits for infrastructure projects like wind farms, inherited Roth IRA Pre-2020 rules and what happens if you missed an RMD, and more! Download and enjoy!

Peter returns on the air with Drew this week as they answer questions regarding tax refunds, best accounts to set up for grandchildren, life estate deeds, and more! Download and enjoy!

Chris is on the air with Drew this week as they talk to callers and answer questions regarding how ETFs are different from traditional mutual funds, how to tell total 403(b) fees, doing a construction loan or a first mortgage on a home upgrade, and more! Download and enjoy! 

Drew is joined by Peter this week as talk to callers and answer questions regarding moving out of state, foreign citizen taxes, inherited IRAs, and more! Download and enjoy!

Leo makes his return on air this week with Drew as they talk to callers and answer questions regarding NIIT tax, taxation of those who live on a boat, enhanced senior deduction, TurboTax, and more! Download and enjoy! 

Peter joins Drew this week as they answer questions regarding weird tax laws, savings bonds, things to know when a spouse passes away, federal money market taxation, and more! Download and enjoy! 

Chris makes a return on air this week with Drew as they talk to callers and answer questions regarding home titling, inheritance and estate taxes, RMDs, the MD senior tax credit, and more! Download and enjoy!