#202 – Guest host Mark Rosinski discusses Treasury obligation interest, basis in inherited IRAs, RMD aggregation rules, doubling up contributions to 457 plans, and ways to invest during the Social Security delay period

Guest host Mark Rosinski, CFP®, CPA, RICP®, from Dunes Financial does a "hot topics" episode where he talks about: US Government obligation interest and what to look for on your consolidated 1099 to make sure you properly reflect the state income tax treatment on your tax return ( 9:06 )Understanding and tracking after-tax "basis" in inherited IRAs ( 20:14 )Required Minimum Distribution ("RMD") aggregation rules ( 25:03 )Potentially doubling up contributions to governmental 457 employer retir...