Henssler Money Talks – August 26, 2023

<p><b>Henssler Money Talks – August 26, 2023</b><br/>Season 37, Episode 34</p><p>This week on “Money Talks,” Chief Investment Officer, Troy Harmon, CFA, CVA, is joined by Tax Manager Jessie Thomas, CPA, and Managing Associate, D.J. Barker, CWS®, to discuss housing news, including New Home Sales, Existing Home Sales, and Mortgage Applications. The experts team up to help a couple who tried to do a backdoor Roth IRA on their own. Jessie and D.J. cover the nuances of a backdoor Roth and some of the pitfalls investors can make when reporting it on their tax forms. The hosts round out the show addressing a listener’s question about rolling over excess 529 Plan assets to a Roth IRA.</p><p>Timestamps and Chapters</p><ul><li>00:00 Market Roundup: Covering August 21 – 25, 2023</li><li>23:00 Case Study: Potential Pitfalls to a Backdoor Roth IRA</li><li>33:52 Q&amp;A Time: Rolling over 529 Plan assets to a Roth IRA</li></ul><p><br/> Follow Henssler:  </p><ul><li>Facebook: <a href='http://bit.ly/HensslerFacebook'>http://bit.ly/HensslerFacebook</a>  </li><li>Twitter: <a href='http://bit.ly/HensslerTwitter'>http://bit.ly/HensslerTwitter</a>  </li><li>LinkedIn: <a href='http://bit.ly/HensslerLinkedIn'>http://bit.ly/HensslerLinkedIn</a>  </li><li>Instagram: <a href='https://www.instagram.com/hensslerfinancial/'>https://www.instagram.com/hensslerfinancial/</a></li><li>YouTube: <a href='http://bit.ly/HensslerYouTube'>http://bit.ly/HensslerYouTube</a>  </li></ul><p> “Money Talks” is brought to you by <a href='https://www.henssler.com'>Henssler Financial.</a><br/> <br/> Sign up for the Money Talks Newsletter: <a href='https://www.henssler.com/newsletters/'>https://www.henssler.com/newsletters/</a> </p>