Roth IRAs: Opportunities And Pitfalls Gimme Some Truth | Investing, Financial Advice For High-Net-Worth Families And Individuals podcast

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Roth IRAs: Opportunities and Pitfalls

3M ago 15:34

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Indhold leveret af Walkner Condon Financial Advisors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Walkner Condon Financial Advisors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when someone could consider Roth as part of their plan, whether it is a young investor, pre-retiree, or those in retirement. Not only do people use Roth strategies in their own game of tax arbitrage, but Roth is also something to consider when it comes to legacy planning for the next generation! Lastly, there are things to watch out for when making a Roth vs. tax-deferred or a Roth Conversion strategy. Take a listen to find out more.

… continue reading

238 episoder

#Business #Financial Advisors #Walkner Condon Financial Advisors #Trading

Artwork

Roth IRAs: Opportunities and Pitfalls

Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals

published 3M ago

Del

MP3•Episode hjem

Indhold leveret af Walkner Condon Financial Advisors. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Walkner Condon Financial Advisors eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Mitch & Alicia are in the booth discussing all things Roth: Roth IRAs, Roth 401(k)s, and Roth Conversions. They provide some background on why Roth money can be a powerful tax-advantaged tool and how it can be part of a “tax-diversified” strategy. Mitch & Alicia discuss when it makes sense for Roth retirement contributions vs. tax-deferred contributions, as well as opportunistic times when someone could consider Roth as part of their plan, whether it is a young investor, pre-retiree, or those in retirement. Not only do people use Roth strategies in their own game of tax arbitrage, but Roth is also something to consider when it comes to legacy planning for the next generation! Lastly, there are things to watch out for when making a Roth vs. tax-deferred or a Roth Conversion strategy. Take a listen to find out more.

… continue reading

238 episoder

#Business #Financial Advisors #Walkner Condon Financial Advisors #Trading

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